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AMG Systematic Mid Cap Value Investor (SYAMX)

13.57 Up 0.12(0.89%) Oct 20
Prev Close:13.57
YTD Return*:2.07%
Net Assets*:704.82M
Yield*:0.55%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for SYAMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LVLT2.8832.59
RJF2.151.02
BMR2.1415.84
AEE2.129.73
ATO2.106.91

Fund Basics

Morningstar Overall Rating:
Total Assets:704.82M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.07%

Performance & Risk

YTD Return:2.07%
5y Avg Return:14.78%
Rank in Category (ytd):80
% Rank in Category (ytd):18.06%
Beta (3y):1.18
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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