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
- 13.15%
- Avg. 5 Year Return
- 4.10%
- Median Risk/Return Score
- 14 / 100
AMG Mutual Funds List
3 results
| 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 Cap Core Fund | Small Cap Blend Equities | Dec 10, 1996 | 1.30% | 10.73% | 9.63% | 0.00% | 12 | ||||||||
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | Apr 23, 1987 | 1.15% | 18.45% | 9.24% | 0.00% | 27 | ||||||||
| SouthernSun Small Cap | Small Cap Blend Equities | Oct 1, 2003 | 1.30% | 10.79% | 9.23% | 4.55% | 19 |
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 (95) and BRWIX (70).
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 | 95 | — | May 1984 | |
| AMG Boston Common Global Impact Fund | 70 | — | Dec 1985 | |
| AMG GW&K Municipal Bond Fund | 63 | — | Jun 2009 | |
| AMG GW&K Municipal Enhanced Yield Fund | 54 | — | 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 (10.40%).
Across the lineup, AMG Mutual funds show an average 1-year return of 13.15% and an average 5-year return of 4.10%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| AMG Yacktman Focused Fund | 10.40% | — | May 1997 | |
| AMG Yacktman Global Fund | 9.09% | — | Jan 2017 | |
| AMG Yacktman Fund | 8.95% | — | Jul 1992 | |
| AMG River Road Large Cap Value Select Fund | 8.92% | — | Aug 1992 | |
| AMG Veritas Asia Pacific Fund | 8.51% | — | 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.
| 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 River Road Large Cap Value Select Fund | 0.64% | — | Aug 1992 | |
| AMG GW&K Municipal Enhanced Yield Fund | 0.64% | — | Dec 2005 | |
| AMG Renaissance Large Cap Growth Fund | 0.66% | — | Jun 2009 |
Highest-Yield AMG Mutual funds
The top AMG Mutual funds is SSEIX (6.41%).
Across the lineup, AMG Mutual funds show an average dividend yield of 1.00%, 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 | 6.41% | — | Apr 2012 | |
| AMG River Road Dividend All Cap Value Fund | 4.65% | — | Jun 2005 | |
| SouthernSun Small Cap | 4.55% | — | Oct 2003 | |
| AMG GW&K ESG Bond Fund | 4.07% | — | Jun 1984 | |
| AMG GW&K Core Bond ESG Fund | 3.47% | — | Apr 1993 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.