Dow Down 0.22% Nasdaq Up 0.14%

AMG Systematic Mid Cap Value Investor (SYAMX)

14.81 Down 0.02(0.13%) Aug 22
Prev Close:14.83
YTD Return*:2.79%
Net Assets*:704.11M
Yield*:0.54%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for SYAMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LVLT2.6030.24
BMR2.2621.08
ATO2.227.66
RJF2.13-2.87
AEE2.129.02

Fund Basics

Morningstar Overall Rating:
Total Assets:704.11M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.07%

Performance & Risk

YTD Return:2.79%
5y Avg Return:16.60%
Rank in Category (ytd):80
% Rank in Category (ytd):18.35%
Beta (3y):1.25
Morningstar Risk Rating:4

Fund Summary

The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in mid-capitalization companies. The term "mid-capitalization companies" refers to companies with capitalizations that, at the time of purchase of securities of such companies, are within the range of capitalizations of companies in the Russell Midcap® Index (the "index"). View More
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