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AMG Managers Brandywine Blue I (BLUEX)

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AMG Managers Brandywine Blue I

AMG Funds I600 Steamboat Road, Suite 300Greenwich, Connecticut 06830
Management Information
Scott W. Gates,Lead Manager since December 30, 2010
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyAMG Funds
Net Assets170.23M
YTD Return19.87%
Morningstar Rating★★
Inception DateJan 9, 1991

Fund Operations

Last Dividend0.08
Last Cap Gain0.00
Holdings Turnover139.00%
Average for CategoryN/A

Fees & Expenses

ExpenseBLUEXCategory Average
Annual Report Expense Ratio (net)1.20%1.12%
Prospectus Net Expense Ratio1.20%N/A
Prospectus Gross Expense Ratio1.20%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.31%
Max Deferred Sales LoadN/A1.70%
3 Yr Expense Projection381N/A
5 Yr Expense Projection660N/A
10 Yr Expense Projection1,455N/A