3 / 5 Stars
2 2 3 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#35 in Mid-Cap Value
U.S. News evaluated 112 Mid-Cap 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 26.78 percent over the past year, 13.70 percent over the past three years, and 19.91 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.9%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||19.9%|
|10 Years (Annualized)||N/A|
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 mid-capitalization companies. The term "mid-capitalization companies" refers to companies with capitalizations that, at the time of purchase of securities of such companies, are within the range of capitalizations of companies in the Russell Midcap® Index (the "index").
Fees are Low compared to funds in the same category.
AMG Systematic Mid Cap Value Fund has an expense ratio of 0.82 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.