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    AMG SouthernSun Small Cap Institutional (SSSIX)

    20.36 Down 0.45(2.16%) May 3
    Prev Close:20.81
    YTD Return*:7.60%
    Net Assets*:347.26M
    Yield*:0.46%

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for SSSIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DAR5.92N/A
    AGCO5.44N/A
    CNC5.44N/A
    CBI5.43N/A
    BCO5.41N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:347.26M
    Category:Small Blend
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:7.60%
    5y Avg Return:6.81%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.12%
    Beta (3y):1.26
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in small cap securities. The fund's portfolio typically invests in 20-40 companies SouthernSun believes are niche dominant, attractively valued with financial flexibility and uniquely fitted management teams. It is non-diversified. View More
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