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    AMG Managers Real Estate Securities (MRESX)

    12.41 Up 0.02(0.16%) Apr 24
    Prev Close:12.39
    YTD Return*:5.07%
    Net Assets*:360.75M
    Yield*:1.25%

    * As of 31-Mar-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG7.519.49
    PSA4.686.76
    GGP4.685.94
    AVB4.336.59
    ESS4.2810.63

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:360.75M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.19%

    Performance & Risk

    YTD Return:5.07%
    5y Avg Return:16.04%
    Rank in Category (ytd):24
    % Rank in Category (ytd):8.16%
    Beta (3y):0.46
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to achieve a combination of income and long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in stocks of companies principally engaged in the real estate industry, including Real Estate Investment Trusts. For purposes of the fund's investment policies, the Subadvisor considers a company is in the real estate industry if it derives at least 50% of its revenues from, or if it has at least 50% of its assets in, companies principally engaged in the real estate industry, including REITs. The fund is non-diversified. View More
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