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Since Inception 11/03/2010 to 01/31/2021 = $34,793.79
The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month end please call 800.835.3879. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown.
The Fund seeks to provide long-term capital appreciation by investing in small cap companies.
The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month end please call 800.835.3879. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown. Returns for periods less than one year are not annualized.
Calendar Year Distributions
Ex-Date | Total Distribution | Income | Short-term Cap Gains | Long-term Cap Gains |
---|---|---|---|---|
Dec 16, 2020 | $1.017200 | — | — | $1.017200 |
Dec 30, 2015 | $0.002700 | — | $0.001000 | $0.001700 |
Dec 30, 2014 | $0.535900 | — | $0.308500 | $0.227400 |
Dec 30, 2013 | $2.033700 | — | $1.679500 | $0.354200 |
Dec 28, 2012 | $0.891200 | — | $0.804200 | $0.087000 |
As of: 12/31/2020
Addus Homecare Corp | 4.14% |
Asbury Automotive Group Inc | 3.81% |
EW Scripps Co, Class A | 3.79% |
LHC Group Inc | 3.46% |
Q2 Holdings Inc | 3.11% |
AdaptHealth Corp, Class A | 3.09% |
Palomar Holdings Inc, Class A | 2.88% |
Casella Waste Systems Inc, Class A | 2.88% |
R1 RCM Inc | 2.78% |
Synaptics Inc | 2.61% |
% in Top 10 Holdings | 32.55% |
LMCG believes that the small cap growth universe is inefficient and can be exploited by identifying a firm's unrecognized growth potential, which potentially is either misinterpreted or misunderstood but the market.
The Fund utilizes a fundamental bottom-up security selection process focused on revenue growth, margin expansion and strong balance sheets. For inclusion in the Fund's portfolio, management pays particular attention to identifying high quality companies with potential catalysts which when realized can capture better firm growth levels.
LMCG Investments manages equity portfolios across a range of market caps, investment styles and U.S. and international regions.
Learn MoreDiscover how AMG Funds brings more than 70 products from over 25 independent boutiques together under one flag.
Learn More About AMG FundsLMCG Small Cap Growth Fund (ACWDX)
The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indicies exclude expenses. Unlike the Fund, the Index listed is unmanaged, is not available for investment and does not incur expenses.
Read Important Investment DisclosuresLMCG Small Cap Growth Fund (ACWDX)
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