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AMG FQ Tax-Managed US Equity Inv (MFQAX)

23.43 Up 0.06(0.26%) Aug 27
Prev Close:23.37
YTD Return*:4.50%
Net Assets*:57.05M
Yield*:0.11%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MFQAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL2.8921.07
XOM2.46-1.07
IBM2.281.94
BRK.B2.266.13
DTV2.2324.70

Fund Basics

Morningstar Overall Rating:
Total Assets:57.05M
Category:Large Blend
Annual Report Expense Ratio (net):1.26%

Performance & Risk

YTD Return:4.50%
5y Avg Return:18.45%
Rank in Category (ytd):56
% Rank in Category (ytd):3.42%
Beta (3y):1.16
Morningstar Risk Rating:4

Fund Summary

The investment seeks to achieve long-term after-tax returns for investors. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of issuers located in the U.S. It invests primarily in equity securities (generally common and preferred stocks) of large U.S. companies. The fund will ordinarily invest in approximately 75 to 250 stocks; however, the number of stocks will vary depending on market conditions and the size of the fund. View More
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