AMG Managers Cadence Emerging Coms Svc

The investment seeks long-term capital growth.
The fund primarily invests at least 80% of its net assets in "emerging companies." It will invest at least 80% of its net assets, under normal circumstances, in U.S. companies with market capitalizations within the range of the Russell Microcap® Index and the Russell 2000® Index. The fund may invest a portion of its assets in real estate investment trusts (REITs).

Key stats

Management firm  AMG Funds
Domicile  United States
Fund Administrator  AMG Funds LLC
Global Branding Name  AMG
Fund currency  USD
Launch Date  1996-04-01
ISIN  US00170L4041
SEDOL  BN85VH1
Manager 1 Name  William Bannick
Manager 2 Name  Robert Fitzpatrick
Fund Strategy  Small Growth
Benchmark  Russell Micro Cap Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-07-31
Return - 1 Month  -7.75%
Return - 2 Months  -3.09 %
Return - 3 Months  -3.06%
Return - 6 Months  -6.74 %
Return - 9 months  -3.57 %
Return - 12 Months  2.41%
Annualized return 24 months  18.60 %
Annualized return 36 months  12.26 %
Annualized return 48 months  18.77 %
Annualized return 60 months  19.05 %
Return 120 months  7.89 %
Annualized return since Inception  9.81%
Return YTD  -10.82%

Ratings

Morning Star Rating Date   2014-07-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $100,000
Maximum Managment Charge  1.25 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address 2  800 Connecticut Avenue
Contact Address 3  Norwalk CT 06854
Contact city  Norwalk
Contact country  United States
Fund Admin Group  AMG Funds
Web Address  www.amgfunds.com
Custodian  The Bank of New York Mellon
Phone  800.835.3879

Price

Last Price Date  2014-08-29
Pre-tax nav  31.48
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.19
Price change (percentage)  0.61 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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