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    AMG SouthernSun Small Cap Investor (SSSFX)

    17.00 Up 0.42(2.53%) Feb 12
    Prev Close:16.58
    YTD Return*:-3.93%
    Net Assets*:326.24M
    Yield*:0.12%

    * As of 31-Jan-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    DAR5.65N/A
    AMSG5.64N/A
    CLH5.60N/A
    AGCO5.58N/A
    NFX5.22N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:326.24M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.19%

    Performance & Risk

    YTD Return:-3.93%
    5y Avg Return:6.38%
    Rank in Category (ytd):2
    % Rank in Category (ytd):0.24%
    Beta (3y):1.23
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in small cap securities. The fund's portfolio typically invests in 20-40 companies SouthernSun believes are niche dominant, attractively valued with financial flexibility and uniquely fitted management teams. It is non-diversified. View More
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