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AMG Systematic Large Cap Value Instl (MSYSX)

12.69 Up 0.32(2.59%) Oct 21
Prev Close:12.37
YTD Return*:6.90%
Net Assets*:50.59M
Yield*:1.34%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for MSYSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BAC3.218.48
XOM2.90-6.25
GE2.77-7.88
PNC2.6510.83
JPM2.634.19

Fund Basics

Morningstar Overall Rating:
Total Assets:50.59M
Category:Large Value
Annual Report Expense Ratio (net):0.80%

Performance & Risk

YTD Return:6.90%
5y Avg Return:14.05%
Rank in Category (ytd):44
% Rank in Category (ytd):3.4%
Beta (3y):1.20
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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