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    AMG Systematic Large Cap Value Instl (MSYSX)

    13.52 Up 0.09(0.67%) Dec 19
    Prev Close:13.43
    YTD Return*:9.93%
    Net Assets*:51.94M
    Yield*:1.31%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for MSYSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BAC3.1110.60
    PNC2.8415.21
    XOM2.70-4.26
    JPM2.547.11
    HPQ2.3940.87

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:51.94M
    Category:Large Value
    Annual Report Expense Ratio (net):0.80%

    Performance & Risk

    YTD Return:9.93%
    5y Avg Return:14.30%
    Rank in Category (ytd):61
    % Rank in Category (ytd):4.72%
    Beta (3y):1.12
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. It generally considers a security to be a large-capitalization security if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell 1000® Index (the "index"). View More
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