3 / 5 Stars
3 4 3 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#200 in Large Value
U.S. News evaluated 325 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 22.51 percent over the past year, 11.51 percent over the past three years, 18.12 percent over the past five years, and 6.72 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||6.7%|
The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve its investment objective by investing in a diversified portfolio of securities of medium- and large-capitalization U.S. companies, which at the time of purchase are normally within the range of capitalizations of companies in the Russell 1000® Index (the "index"). In pursuing its investment strategy, it will generally invest in stock of companies, including REITs, ADRs, and foreign securities trading on U.S. markets.
Fees are Below Average compared to funds in the same category.
Managers AMG Systematic Value Fund has an expense ratio of 0.77 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.