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
- 34
- Avg. Expense Ratio
- 0.99%
- Avg. 1 Year Return
- 12.95%
- Avg. 5 Year Return
- 4.31%
- Median Risk/Return Score
- 17 / 100
AMG Mutual Funds List
34 results
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.
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5 Years
Best AMG Mutual funds by Risk/Return Score
The top AMG Mutual funds by PortfoliosLab Risk/Return Score are MGSEX (92) and BRWIX (71).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| AMG Veritas Asia Pacific Fund | 92 | — | May 1984 | |
| AMG Boston Common Global Impact Fund | 71 | — | Dec 1985 | |
| AMG GW&K Municipal Bond Fund | 63 | — | Jun 2009 | |
| AMG GW&K Municipal Enhanced Yield Fund | 58 | — | Dec 2005 | |
| AMG Frontier Small Cap Growth Fund | 51 | — | Sep 1997 |
Best-Performing AMG Mutual funds Over 5 Years
The top AMG Mutual funds is YAFFX (9.25%).
Across the lineup, AMG Mutual funds show an average 1-year return of 12.95% and an average 5-year return of 4.31%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| AMG Yacktman Focused Fund | 9.25% | — | May 1997 | |
| AMG River Road Large Cap Value Select Fund | 9.07% | — | Aug 1992 | |
| AMG Veritas Asia Pacific Fund | 8.64% | — | May 1984 | |
| SouthernSun U.S. Equity | 8.52% | — | Apr 2012 | |
| AMG Yacktman Global Fund | 8.25% | — | Jan 2017 |
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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| AMG GW&K Municipal Bond Fund | 0.39% | — | Jun 2009 | |
| AMG GW&K Core Bond ESG Fund | 0.56% | — | Apr 1993 | |
| AMG GW&K Municipal Enhanced Yield Fund | 0.64% | — | Dec 2005 | |
| AMG River Road Large Cap Value Select Fund | 0.64% | — | Aug 1992 | |
| AMG Renaissance Large Cap Growth Fund | 0.66% | — | Jun 2009 |
Highest-Yield AMG Mutual funds
The top AMG Mutual funds is SSEIX (6.27%).
Across the lineup, AMG Mutual funds show an average dividend yield of 0.97%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| SouthernSun U.S. Equity | 6.27% | — | Apr 2012 | |
| AMG River Road Dividend All Cap Value Fund | 4.67% | — | Jun 2005 | |
| SouthernSun Small Cap | 4.44% | — | Oct 2003 | |
| AMG GW&K ESG Bond Fund | 4.07% | — | Jun 1984 | |
| AMG GW&K Core Bond ESG Fund | 3.48% | — | Apr 1993 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
YACKX vs. SPYYACKX vs. TWEIXYACKX vs. DSEEXYACKX vs. CAPEYACKX vs. VUGYAFFX vs. IVEYAFFX vs. AKREXYAFFX vs. CZAYAFFX vs. BACAXYAFFX vs. DSEEXMBDFX vs. VBTLXMBDFX vs. MSSCXMBDFX vs. FEDUXMBDFX vs. CHTTXMBDFX vs. ARDEXYFSIX vs. DXIVYFSIX vs. TAVFXYFSIX vs. CFIMXYFSIX vs. MIGYXYFSIX vs. AFIFXARSMX vs. PVCMXARSMX vs. MMEYXARSMX vs. CSMIXARSMX vs. JMCRXARSMX vs. SSCVXBLUEX vs. SPYBLUEX vs. ITHAXBLUEX vs. PRGFXBLUEX vs. FGCKXBLUEX vs. ADXTMDIX vs. VOOTMDIX vs. DFFVXTMDIX vs. KMKAXTMDIX vs. FDGFXTMDIX vs. PMEGXARSVX vs. MSSCXARSVX vs. MFQTXARSVX vs. YASLXARSVX vs. MRESXARSVX vs. GWMEXMEQFX vs. GWMEXMEQFX vs. QUERXMEQFX vs. MSSCXMEQFX vs. YASLXMEQFX vs. MFQTXSKSEX vs. YASLXSKSEX vs. BRWIXSKSEX vs. MRESXSKSEX vs. ARDEXSKSEX vs. BIAUX