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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.


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
Cromwell CenterSquare Real Estate FundREITDec 31, 19971.02%
4.03%
1.54%
6
AMG Renaissance Large Cap Growth FundLarge Cap Growth EquitiesJun 3, 20090.66%
-5.22%
11.87%
0.00%
2
AMG Frontier Small Cap Growth FundSmall Cap Growth EquitiesSep 24, 19970.94%
3.81%
14.90%
0.00%
46
AMG GW&K Small Cap Value FundSmall Cap Blend EquitiesApr 23, 19871.15%
5.16%
8.07%
0.00%
12
SouthernSun U.S. EquityMid Cap Blend EquitiesApr 10, 20121.09%
5.95%
8.41%
6.83%
36
SouthernSun Small CapSmall Cap Blend EquitiesOct 1, 20031.30%
5.37%
8.87%
4.78%
43
AMG TimesSquare International Small Cap FundForeign Small & Mid Cap EquitiesJan 1, 20131.00%
-2.47%
4.84%
1.18%
55
AMG TimesSquare Mid Cap Growth FundMid Cap Growth EquitiesMar 4, 20050.98%
-6.97%
12.13%
0.00%
2
AMG TimesSquare Small Cap Growth FundSmall Cap Growth EquitiesJan 21, 20000.99%
-7.20%
9.14%
0.00%
5
AMG Yacktman FundLarge Cap Value EquitiesJul 6, 19920.71%
6.35%
11.43%
0.00%
9
AMG Yacktman Focused FundLarge Cap Value EquitiesMay 1, 19971.25%
11.56%
11.21%
0.00%
20
AMG Yacktman Special Opportunities FundForeign Small & Mid Cap EquitiesJun 29, 20141.86%
9.59%
10.88%
0.00%
58
AMG Yacktman Global FundLarge Cap Blend EquitiesJan 30, 20170.95%
12.11%
0.00%
54

Rows per page

21–33 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

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