4 / 5 Stars
4 4 5 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#84 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.85 percent over the past year, 14.08 percent over the past three years, 18.27 percent over the past five years, and 7.60 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||7.6%|
The investment seeks to achieve long-term capital appreciation. 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 may use derivatives, such as futures and options, for any reason, including to enhance return, earn income, or reduce exposure to other risks. It may also use derivatives to attempt to maintain exposure to the equity markets while holding cash for temporary liquidity needs.
Fees are Average compared to funds in the same category.
Managers AMG FQ U.S. Equity Fund has an expense ratio of 0.81 percent.
Risk is Average compared to funds in the same category according to Morningstar.