PortfoliosLab logoPortfoliosLab logo

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.


Issuer is AMG
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
AMG GW&K Small/Mid Cap Growth FundSmall Cap Growth EquitiesNov 3, 20101.00%
1.16%
9.71%
0.00%
14
AMG River Road Focused Absolute Value FundMid Cap Blend EquitiesNov 3, 20150.82%
-3.67%
7.07%
0.00%
2
AMG River Road Dividend All Cap Value FundLarge Cap Value EquitiesJun 28, 20050.97%
2.19%
3.52%
3.82%
1
AMG River Road Small-Mid Cap Value FundSmall Cap Value EquitiesMar 29, 20071.27%
-1.68%
9.48%
0.00%
5
AMG River Road Small Cap Value FundSmall Cap Value EquitiesJun 28, 20051.35%
-3.42%
8.86%
0.00%
2
AMG Veritas Global Real Return FundLarge Cap Growth EquitiesJan 10, 19911.15%
-8.68%
9.35%
0.34%
1
AMG Boston Common Global Impact FundLarge Cap Growth EquitiesDec 30, 19850.93%
-0.80%
9.84%
0.75%
78
AMG River Road Mid Cap Value FundMid Cap Value EquitiesSep 19, 19941.10%
-2.77%
0.25%
0.00%
3
AMG GW&K Small Cap Core FundSmall Cap Blend EquitiesDec 10, 19961.30%
0.03%
9.03%
0.00%
9
AMG GW&K Small/Mid Cap FundMid Cap Growth EquitiesJun 30, 20150.87%
3.53%
10.12%
0.00%
24
AMG GW&K Municipal Enhanced Yield FundHigh Yield MuniDec 29, 20050.64%
-0.89%
3.45%
3.46%
12
AMG GW&K Municipal Bond FundMunicipal BondsJun 29, 20090.39%
-0.90%
2.23%
2.71%
52
AMG GW&K Core Bond ESG FundIntermediate Core BondApr 30, 19930.56%
-0.71%
1.33%
3.43%
39
AMG Montrusco Bolton Large Cap Growth FundLarge Cap Growth EquitiesNov 2, 19940.91%
-1.92%
8.74%
0.00%
2
AMG GW&K International Small Cap FundForeign Small & Mid Cap EquitiesJun 24, 19930.99%
-0.13%
5.53%
0.00%
45
AMG River Road Large Cap Value Select FundLarge Cap Blend EquitiesAug 14, 19920.64%
-4.94%
10.62%
0.00%
1
AMG Veritas Global Focus FundLarge Cap Growth EquitiesDec 18, 20000.88%
-10.95%
-0.87%
0.00%
1
AMG GW&K ESG Bond FundIntermediate Core-Plus BondJun 1, 19840.68%
-0.84%
1.44%
3.65%
39
AMG Veritas Asia Pacific FundAsia Pacific EquitiesMay 31, 19841.18%
7.63%
14.25%
0.13%
93
AMG Veritas China FundChina EquitiesJun 29, 19941.14%
-5.40%
-2.13%
0.34%
9

Rows per page

1–20 of 33

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

Loading graphics...