3 / 5 Stars
3 3 3 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 330 Large Value 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 25.58 percent over the past year, 13.62 percent over the past three years, 18.08 percent over the past five years, and 7.39 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.9%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||7.4%|
The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. It generally considers a security to be a large-capitalization security if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell 1000® Index (the "index").
Fees are Low compared to funds in the same category.
AMG Systematic Large Cap Value Fund has an expense ratio of 1.05 percent.
Risk is High compared to funds in the same category according to Morningstar.