Mutual Funds - Profile

AMG SouthernSun US Equity Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to appreciate capital through investing in small- and mid-size companies in the U.S.

The sub-adviser’s investment process focuses on a list of companies in the benchmark and then the research team narrows the investable universe to a list of companies that meet financial strength criteria, earnings and long term growth hurdles.

The team then analyzes individual stock and evaluates business model and management track record in capital allocation.

The fund favors market leaders with sustainable businesses with long growth-ramp and high return on capital.

More

Price

  • Last Close
  • $18.36
    +0.02
  • 52 Week HL
  • $19.21 - $14.2
  • Net Assets
  • $50 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Jun 28, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Michael W. Cook, Sr.
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
22.2 % YTD

  • 3 Year
  • 78.75%
  • 5 Year
  • 51.25%
  • Best
  • 35.65%
    2013
  • Worst
  • -23.36%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
SSEFX 21%15%28%-11%17%12%-4%11%33%15%-3%
S&P 500 25%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 19.4% -37% 15.2% -4.7% 3.5% 6.4% 6% 1.9% 12.2% - -
Q2 -0.6% 30% 1.8% 6.7% 1.3% 3.5% -2.1% 8.9% 4.1% -5.1% -
Q3 0.6% 9.7% -2.6% 1% 3.5% 2.5% -13.4% -5.1% 13.1% 6.8% -
Q4 4.6% 25.5% 12.1% -22.9% 0.4% 3% -0.8% -3.4% 3.1% 7.2% -

Returns +
M

J F M A M J J A S O N D
2021 3.1% 5% 10.2% 3.8% -1.9% -2.4% 1.1% -0.8% 0.3% -0.7% 3.2% -
2020 -6.2% -12.4% -23.4% 17.4% 7.3% 3.2% 5.8% 6.5% -2.6% 2.9% 15.6% 5.5%

Annual Return

Index Comparison

Alpha

NAV