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AMG Systematic Large Cap Value Instl (MSYSX)

13.21 Up 0.06(0.46%) Aug 20
Prev Close:13.21
YTD Return*:6.08%
Net Assets*:50.73M
Yield*:1.35%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for MSYSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
XOM3.06-1.07
BAC2.88-3.66
GE2.73-7.99
PNC2.567.51
JPM2.52-1.44

Fund Basics

Morningstar Overall Rating:
Total Assets:50.73M
Category:Large Value
Annual Report Expense Ratio (net):0.80%

Performance & Risk

YTD Return:6.08%
5y Avg Return:15.80%
Rank in Category (ytd):25
% Rank in Category (ytd):1.94%
Beta (3y):1.28
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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