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AMG Systematic Mid Cap Value Investor (SYAMX)

14.82 Up 0.03(0.20%) Sep 18
Prev Close:14.79
YTD Return*:7.36%
Net Assets*:739.39M
Yield*:0.52%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for SYAMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LVLT2.7035.36
BMR2.2727.10
RJF2.185.90
ATO2.1313.25
AEE2.1111.01

Fund Basics

Morningstar Overall Rating:
Total Assets:739.39M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.07%

Performance & Risk

YTD Return:7.36%
5y Avg Return:16.92%
Rank in Category (ytd):75
% Rank in Category (ytd):16.93%
Beta (3y):1.22
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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