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AMG SouthernSun Small Cap Investor (SSSFX)

30.64 Up 0.05(0.16%) Aug 29
Prev Close:30.64
YTD Return*:5.17%
Net Assets*:851.28M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

» More Headlines for SSSFX

Top Holdings

Symbol% AssetsYTD Return %
CRR5.666.56
DAR5.51-9.39
ICON5.455.84
DBD5.3216.68
CBI5.26-28.59

Fund Basics

Morningstar Overall Rating:
Total Assets:851.28M
Category:Small Blend
Annual Report Expense Ratio (net):1.22%

Performance & Risk

YTD Return:5.17%
5y Avg Return:26.47%
Rank in Category (ytd):3
% Rank in Category (ytd):0.41%
Beta (3y):1.39
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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