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AMG Mutual Funds List

Here you can find all mutual funds issued by AMG and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
33
Avg. Expense Ratio
0.99%
Avg. 1 Year Return
13.28%
Avg. 5 Year Return
3.94%
Median Risk/Return Score
14 / 100
AMG Mutual Funds List

33 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AMG GW&K Small/Mid Cap Growth FundSmall Cap Growth EquitiesNov 3, 20101.00%
12.85%
10.46%
0.00%
13
AMG River Road Focused Absolute Value FundMid Cap Blend EquitiesNov 3, 20150.82%
-7.11%
6.53%
0.00%
1
AMG River Road Dividend All Cap Value FundLarge Cap Value EquitiesJun 28, 20050.97%
10.03%
4.16%
4.68%
1
AMG River Road Small-Mid Cap Value FundSmall Cap Value EquitiesMar 29, 20071.27%
-0.63%
9.26%
0.00%
3
AMG River Road Small Cap Value FundSmall Cap Value EquitiesJun 28, 20051.35%
-0.77%
8.83%
0.00%
1
AMG Veritas Global Real Return FundLarge Cap Growth EquitiesJan 10, 19911.15%
-5.31%
9.54%
0.33%
1
AMG Boston Common Global Impact FundLarge Cap Growth EquitiesDec 30, 19850.93%
15.91%
11.23%
0.65%
70
AMG River Road Mid Cap Value FundMid Cap Value EquitiesSep 19, 19941.10%
-0.60%
8.26%
0.00%
2
AMG GW&K Small Cap Core FundSmall Cap Blend EquitiesDec 10, 19961.30%
9.57%
9.52%
0.00%
10
AMG GW&K Small/Mid Cap FundMid Cap Growth EquitiesJun 30, 20150.87%
13.25%
10.61%
0.00%
28
AMG GW&K Municipal Enhanced Yield FundHigh Yield MuniDec 29, 20050.64%
1.95%
3.48%
3.42%
46
AMG GW&K Municipal Bond FundMunicipal BondsJun 29, 20090.39%
0.74%
2.33%
2.72%
59
AMG GW&K Core Bond ESG FundIntermediate Core BondApr 30, 19930.56%
-0.05%
1.27%
3.47%
18
AMG Montrusco Bolton Large Cap Growth FundLarge Cap Growth EquitiesNov 2, 19940.91%
11.11%
10.14%
0.00%
1
AMG GW&K International Small Cap FundForeign Small & Mid Cap EquitiesJun 24, 19930.99%
7.97%
5.66%
0.00%
14
AMG River Road Large Cap Value Select FundLarge Cap Blend EquitiesAug 14, 19920.64%
-4.79%
10.56%
0.00%
1
AMG Veritas Global Focus FundLarge Cap Growth EquitiesDec 18, 20000.88%
-2.93%
8.77%
0.00%
1
AMG GW&K ESG Bond FundIntermediate Core-Plus BondJun 1, 19840.68%
0.35%
1.38%
4.07%
24
AMG Veritas Asia Pacific FundAsia Pacific EquitiesMay 31, 19841.18%
53.02%
18.01%
0.09%
95
AMG Veritas China FundChina EquitiesJun 29, 19941.14%
4.36%
5.23%
0.31%
13

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1–20 of 33

Explore top AMG Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best AMG Mutual funds by Risk/Return Score

The top AMG Mutual funds by PortfoliosLab Risk/Return Score are MGSEX (95) and BRWIX (70). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing AMG Mutual funds Over 5 Years

The top AMG Mutual funds is YAFFX (10.49%). Across the lineup, AMG Mutual funds show an average 1-year return of 13.28% and an average 5-year return of 3.94%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
AMG Yacktman Focused Fund
10.49%
May 1997
AMG Yacktman Global Fund
9.14%
Jan 2017
AMG Yacktman Fund
9.06%
Jul 1992
AMG River Road Large Cap Value Select Fund
8.87%
Aug 1992
AMG Veritas Asia Pacific Fund
8.21%
May 1984

Lowest-Cost AMG Mutual funds

The top AMG Mutual funds is GWMIX (0.39%). With an average expense ratio of 0.99%, AMG Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield AMG Mutual funds

The top AMG Mutual funds is SSEIX (6.50%). Across the lineup, AMG Mutual funds show an average dividend yield of 1.01%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
SouthernSun U.S. Equity6.50%Apr 2012
AMG River Road Dividend All Cap Value Fund4.68%Jun 2005
SouthernSun Small Cap4.61%Oct 2003
AMG GW&K ESG Bond Fund4.07%Jun 1984
AMG GW&K Core Bond ESG Fund3.47%Apr 1993

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Top Mutual funds Comparisons

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