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 Dow Down 0.90% Nasdaq Down 0.75%

AMG Systematic Large Cap Value Instl (MSYSX)

13.32 0.00(0.00%) Jul 24
Prev Close:13.32
YTD Return*:8.05%
Net Assets*:53.15M
Yield*:1.33%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for MSYSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GE2.88-4.25
BAC2.840.32
XOM2.801.46
PNC2.6416.37
JPM2.210.43

Fund Basics

Morningstar Overall Rating:
Total Assets:53.15M
Category:Large Value
Annual Report Expense Ratio (net):0.80%

Performance & Risk

YTD Return:8.05%
5y Avg Return:18.37%
Rank in Category (ytd):23
% Rank in Category (ytd):1.79%
Beta (3y):1.29
Morningstar Risk Rating:5

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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