AMG SouthernSun Small Cap Investor (SSSFX)
* As of 30-Nov-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.20%|
Performance & Risk
|5y Avg Return:||22.50%|
|Rank in Category (ytd):||91|
|% Rank in Category (ytd):||12.3%|
|Morningstar Risk Rating:||5|
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