AMG Managers Emerging Opportunities Fund Class I (MIMFX)

$14.20
B Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Small Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
AMG Managers Emerging Opportunities Fund Class I 41 1.08 -2.20% 0.55% 1.29%
U.S. Small Cap 39 1.07 -1.51% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 5.26% 1.71% 3.55%
Year-to-Date -2.20% -1.51% -0.69%
1 Year -17.82% 0.00% -17.82%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

41%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 41% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.29%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,600

Real cost (fees + lost compounding)

$1,983

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
2.42%