AMG SouthernSun Small Cap Investor (SSSFX)
* As of 31-Jan-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.19%|
Performance & Risk
|5y Avg Return:||6.38%|
|Rank in Category (ytd):||2|
|% Rank in Category (ytd):||0.24%|
|Morningstar Risk Rating:||5|
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