AMG FQ Tax-Managed U.S. Equity Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A+ (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 28.01 percent over the past year, 17.18 percent over the past three years, 20.55 percent over the past five years, and 9.32 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.6%
1 Year 28.0%
3 Years (Annualized) 17.2%
5 Years (Annualized) 20.6%
10 Years (Annualized) 9.3%

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Summary

The investment seeks to achieve long-term after-tax returns for investors. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of issuers located in the U.S. It invests primarily in equity securities (generally common and preferred stocks) of large U.S. companies. The fund will ordinarily invest in approximately 75 to 250 stocks; however, the number of stocks will vary depending on market conditions and the size of the fund.

Fees

Fees are Above Average compared to funds in the same category.
AMG FQ Tax-Managed U.S. Equity Fund has an expense ratio of 1.26 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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