Fund Overview
Share Class
C
Morningstar | Style Box
NAV | as of 04/25/2018
$13.07+$0.07 (+0.54%)
Quarterly Performance (%)
vs. Benchmark as of 03/31/2018
Fund Inception 04/10/2012
| YTD | 1YR | 3YR | 5YR | 10YR | INCEP. | |
|---|---|---|---|---|---|---|
| SSECX | -4.91 | 0.92 | 0.22 | 5.27 | - | 7.71 |
| Russell 2500® Index | -0.24 | 12.31 | 8.15 | 11.55 | 10.28 | 13.56 |
| Russell Midcap® Index | -0.46 | 12.20 | 8.01 | 12.09 | 10.21 | 13.81 |
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 or visit our website at amgfunds.com. 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. Performance Data shown does not reflect the 2.00% redemption fee imposed on the shares held 60 days or less; otherwise, total returns would be reduced.
Expense Ratios
- Gross Expense Ratio: 1.96%
- Net Expense Ratio: 1.96%
- Expense Cap Expiration Date: N/A
Read Important Investment Disclosures
Objective
Seeks to provide long-term capital appreciation by investing in small to mid cap U.S. companies.
Why Consider
- May be appropriate for investors looking to gain exposure to primarily small and mid cap domestic equity securities
- SouthernSun employs a fundamental, bottom-up investment approach that relies on an investment team of sector generalists with a global perspective
- The Fund typically invests in 20-40 companies the manager believes are niche dominant and attractively valued with financial flexibility and uniquely fitted management teams
Michael W. Cook, Sr.
Founder, Chief Executive Officer, Chief Investment Officer
