4 / 5 Stars
5 5 2 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#4 in Small Blend
U.S. News evaluated 229 Small 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 27.89 percent over the past year, 19.93 percent over the past three years, 24.10 percent over the past five years, and 10.53 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.3%|
|3 Years (Annualized)||19.9%|
|5 Years (Annualized)||24.1%|
|10 Years (Annualized)||10.5%|
The investment seeks maximum 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 equity securities. It invests primarily in the common and preferred stocks of small-capitalization U.S. companies. Skyline generally considers a company to be a "small-capitalization" company if its market capitalization falls within the range of the market capitalization of companies in Russell 2000® Index at the time of purchase.
Fees are Above Average compared to funds in the same category.
AMG Managers Skyline Special Equities Fund has an expense ratio of 1.33 percent.
Risk is High compared to funds in the same category according to Morningstar.