AMG SouthernSun U.S. Equity Fund

U.S. News evaluated 137 Mid-Cap 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 22.30 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 1.1%
1 Year 22.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in equity securities (common stocks) of U.S. companies. SouthernSun Asset Management, LLC seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that SouthernSun selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
AMG SouthernSun U.S. Equity Fund has an expense ratio of 2.05 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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