Dow Up 0.07% Nasdaq Up 0.61%

AMG SouthernSun Small Cap Investor (SSSFX)

28.27 Down 0.22(0.77%) Nov 26
Prev Close:28.49
YTD Return*:-1.59%
Net Assets*:776.57M
Yield*:N/A

* As of 31-Oct-14

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

Headlines

» More Headlines for SSSFX

Top Holdings

Symbol% AssetsYTD Return %
HRC4.876.95
BR4.539.36

Fund Basics

Morningstar Overall Rating:
Total Assets:776.57M
Category:Small Blend
Annual Report Expense Ratio (net):1.22%

Performance & Risk

YTD Return:-1.59%
5y Avg Return:23.68%
Rank in Category (ytd):88
% Rank in Category (ytd):11.96%
Beta (3y):1.16
Morningstar Risk Rating:5

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of smaller capitalization ("small cap") U.S. companies that SouthernSun selects using a research-driven, value-oriented investment strategy. The managers define small cap securities to include securities of issuers with a market capitalization at the time of purchase within the capitalization range of companies in the Russell 2000® Index during the most recent 12 month period (based on month-end data). It is non-diversified. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback