3 / 5 Stars
4 4 2 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#67 in Small Growth
U.S. News evaluated 219 Small Growth 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 23.79 percent over the past year, 13.48 percent over the past three years, 22.09 percent over the past five years, and 7.57 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.9%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||22.1%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term capital appreciation by investing in a diversified portfolio of equity securities of small- and medium-sized companies. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities (generally, common and preferred stocks). It invests in companies with capitalizations that are within the range of capitalizations of companies in the Russell 2000® Growth Index. The fund may purchase securities, or retain securities that it already has purchased, even if the securities are outside the fund's typical capitalization range.
Fees are Above Average compared to funds in the same category.
AMG Managers Special Equity Fund has an expense ratio of 1.37 percent.
Risk is Average compared to funds in the same category according to Morningstar.