SSSIX : AMG SouthernSun Small Cap Fund Class I

SSSIX is a US Stocks Market Small Blend with MODERATE fees.

SSSIX

AMG SouthernSun Small Cap Fund Class I

FI Score

37 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

37% FI Score
  • sssix
  • Mutual Fund
  • US Stocks
  • Small Blend

AMG SouthernSun Small Cap Fund Class I

Expenses: 0.99% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in small cap securities. The fund typically invests in 20-40 companies SouthernSun believes are niche dominant, attractively valued with financial flexibility and uniquely fitted management teams. It is non-diversified.

Largest Holdings

Amount Holding
6.58% Darling Ingredients Inc
5.65% Dycom Industries Inc
5.56% The Brink's Co
5.42% Hill-Rom Holdings Inc
5.20% The Timken Co
5.15% AGCO Corp
4.85% Belden Inc
4.25% Sanderson Farms Inc
4.16% Extended Stay America Inc
4.12% Trinity Industries Inc
4.10% Clean Harbors Inc
4.02% Stepan Co
3.82% Crane Co
3.77% Thor Industries Inc
3.71% Broadridge Financial Solutions Inc
3.44% Aegion Corp Class A
3.41% Enerpac Tool Group Corp Class A
2.90% Polaris Inc
2.85% Murphy USA Inc
2.84% Koppers Holdings Inc
1.06% ServiceMaster Global Holdings Inc
0.74% NIC Inc
0.50% Dorman Products Inc
0.38% Ovintiv Inc

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