MGSEX : AMG Managers Special Equity Fund Class N

MGSEX is a US Stocks Market Small Growth with HIGH fees.

MGSEX

AMG Managers Special Equity Fund Class N

FI Score

26 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

26% FI Score
  • mgsex
  • Mutual Fund
  • US Stocks
  • Small Growth

AMG Managers Special Equity Fund Class N

Expenses: 1.36% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation by investing in a diversified portfolio of equity securities of small- and medium-sized companies. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities (generally, common and preferred stocks). It invests in companies with capitalizations that are within the range of capitalizations of companies in the Russell 2000® Growth Index. The fund may purchase securities, or retain securities that it already has purchased, even if the securities are outside the fund's typical capitalization range.

Largest Holdings

Amount Holding
2.24% Repligen Corp
2.10% Qualys Inc
1.72% Pegasystems Inc
1.66% Chegg Inc
1.54% Medpace Holdings Inc
1.42% WNS (Holdings) Ltd ADR
1.29% EVO Payments Inc
1.23% Five9 Inc
1.20% Cogent Communications Holdings Inc
1.18% Mimecast Ltd
1.17% Skyline Champion Corp
1.12% Mesa Laboratories Inc
1.12% Mercury Systems Inc
1.12% Grocery Outlet Holding Corp
1.02% Tabula Rasa HealthCare Inc
1.02% Maximus Inc
0.99% Inphi Corp
0.98% Workiva Inc Class A
0.98% Teladoc Health Inc
0.92% Wingstop Inc
0.90% NeoGenomics Inc
0.90% Kratos Defense & Security Solutions Inc
0.89% Integer Holdings Corp
0.86% Inter Parfums Inc
0.85% Axon Enterprise Inc

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