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AMG SouthernSun Small Cap Institutional (SSSIX)

30.22 Down 0.12(0.40%) Sep 15
Prev Close:30.34
YTD Return*:8.56%
Net Assets*:877.17M
Yield*:0.03%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for SSSIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NFX7.0978.16
URS6.3714.87
ICON5.745.47
CNC5.6331.20
DAR5.27-6.61

Fund Basics

Morningstar Overall Rating:
Total Assets:877.17M
Category:Small Blend
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:8.56%
5y Avg Return:26.94%
Rank in Category (ytd):3
% Rank in Category (ytd):0.41%
Beta (3y):1.37
Morningstar Risk Rating:5

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of smaller capitalization ("small cap") U.S. companies that SouthernSun selects using a research-driven, value-oriented investment strategy. The managers define small cap securities to include securities of issuers with a market capitalization at the time of purchase within the capitalization range of companies in the Russell 2000® Index during the most recent 12 month period (based on month-end data). It is non-diversified. View More
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