AMG SouthernSun U.S. Equity Fund Class C Shares

 (MUTF:SSECX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.14%  
1 week   +1.09%
   
4 week   +5.63%
   
3 month
   
-3.94%  
YTD   +5.54%
   
1 year   +8.05%
   
3 years*   -  
5 years*   -  
*annualized
Best 3 month return+13.70%  
Worst 3 month return-7.50%  

Morningstar statistics

Morningstar category: Mid-Cap Blend
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets389.80M 
Front load-  
Deferred load-  
Expense ratio2.12%  
Management fee-  
Fund familySouthernSunFunds 

Asset allocation

Cash12.34%  
Stocks87.66%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$25  
13.74-0.15(-1.08%)
Nov 26, 4:00PM EST

Description

The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets in equity securities (common stocks) of U.S. companies. Its adviser seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that the portfolio manager selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.
Fund filings (PDF) »
Asset manager:
Michael Cook, Sr. (Started: Apr 10, 2012)
Advisor Company:
SouthernSun Asset Management, LLC
Fund family reports on Morningstar »
SouthernSunFunds, 6000 Poplar Ave, Suite 220, Omaha, NE 68137, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.99     -     -     -
Beta* 0.94     -     -     -
Mean annual return 2.07     -     -     -
R-squared* 49.75     -     -     -
Standard deviation 13.46     -     -     -
Sharpe ratio 1.84     -     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
Darling International, Inc. (DAR) 5.33%  
Western Union Company (WU) 5.09%  
Flowserve Corporation (FLS) 4.95%  
URS Corporation (URS) 4.95%  
Trinity Industries, Inc. (TRN) 4.95%  
Hanesbrands Inc (HBI) 4.86%  
Chicago Bridge & Iron Company (CBI) 4.85%  
Clean Harbors, Inc. (CLH) 4.71%  
AGCO Corp (AGCO) 4.60%  
Newfield Exploration Company (NFX) 4.47%