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 Dow Up 0.36% Nasdaq Up 0.71%

AMG SouthernSun Small Cap Investor (SSSFX)

31.39 Up 0.33(1.06%) Jul 22
Prev Close:31.06
YTD Return*:11.32%
Net Assets*:898.78M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

» More Headlines for SSSFX

Top Holdings

Symbol% AssetsYTD Return %
CRR5.6629.43
DAR5.51-0.05
ICON5.458.79
DBD5.3223.70
CBI5.26-17.06

Fund Basics

Morningstar Overall Rating:
Total Assets:898.78M
Category:Small Blend
Annual Report Expense Ratio (net):1.22%

Performance & Risk

YTD Return:11.32%
5y Avg Return:30.47%
Rank in Category (ytd):2
% Rank in Category (ytd):0.27%
Beta (3y):1.36
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 fund defines 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
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