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    AMG Chicago Equity Partners Bal Inv (MBEAX)

    15.00 Up 0.12(0.81%) Oct 2
    Prev Close:14.88
    YTD Return*:0.40%
    Net Assets*:97.03M

    * As of 31-Aug-15

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


    ยป More Headlines for MBEAX

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 2.5%2.33N/A
    US Treasury Note 0.875%2.28N/A
    US Treasury Bond 2.75%2.21N/A
    US Treasury Note 0.75%2.21N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:97.03M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.07%

    Performance & Risk

    YTD Return:0.40%
    5y Avg Return:10.75%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.32%
    Beta (3y):0.95
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks to achieve a high total investment return, consistent with the preservation of capital and prudent economic risk. The fund ordinarily invests 50-65% of its total assets in equity securities and invests the remainder in bonds and other fixed income securities, as well as cash or cash equivalents. It will invest at least 25% of its total assets in equity securities. The fund will invest at least 25% of its total assets in fixed income securities. It may also invest up to 25% of its total assets in below-investment grade securities. View More
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