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AMG Managers Brandywine Blue (BLUEX) Fund Ranking and Research

Ranking, Research and Recommendation of AMG Managers Brandywine Blue (BLUEX) Fund

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Graph of AMG Managers Brandywine Blue Fund (BLUEX) ManagerFund Manager - Scott W. Gates

Fund Manager Information

Fund Manager Tenure: 8.4 years
Fund Family: AMG Funds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of AMG Managers Brandywine Blue Fund (BLUEX) ProfileAMG Managers Brandywine Blue Fund (BLUEX) Profile

Fund Profile and Description

AMG Managers Brandywine Blue Fund seeks long-term capital appreciation. AMG Managers Brandywine Blue Fund normally invests in common stocks of U.S. companies and in equity securities of foreign issuers, usually those which are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs"). It invests in companies in a broad range of industries but generally focus on companies whose earnings are growing by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios. AMG Managers Brandywine Blue Fund targets fundamentally sound mid-cap or larger companies that are experiencing a positive change and that usually have a market capitalization of more than $6 billion.

 

AMG Managers Brandywine Blue (BLUEX) Fund Strength What we like about AMG Managers Brandywine Blue (BLUEX) Fund

Data for AMG Managers Brandywine Blue Fund (BLUEX) as of May 30, 2016

  • AMG Managers Brandywine Blue Fund (BLUEX) management has been with AMG Managers Brandywine Blue Fund for 8.4 years
  • AMG Managers Brandywine Blue Fund (BLUEX) ratio of up-years vs down years is greater than 2
  • Asset base in AMG Managers Brandywine Blue Fund (BLUEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AMG Managers Brandywine Blue Fund (BLUEX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.63, lower than category average of 12.75
  • AMG Managers Brandywine Blue Fund (BLUEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AMG Managers Brandywine Blue Fund (BLUEX) Weakness What we are cautious about AMG Managers Brandywine Blue (BLUEX) Fund

Data for AMG Managers Brandywine Blue Fund (BLUEX) as of May 30, 2016

  • AMG Managers Brandywine Blue Fund (BLUEX) has a less-than-ideal short-term performance (1-year return -2.38% vs -1.74% Large Growth category median performance)
  • AMG Managers Brandywine Blue Fund (BLUEX) has a less-than-ideal mid-term performance (3-year return 8.45% vs 10.74% Large Growth category median performance)
  • AMG Managers Brandywine Blue Fund (BLUEX) has a less-than-ideal Long-term performance (5-year return 6.09% vs 10.14% Large Growth category median performance)
  • AMG Managers Brandywine Blue Fund (BLUEX) has a Morningstar rating of 3 and below
  • AMG Managers Brandywine Blue Fund (BLUEX) is less safe compared to its Large Growth peers
  • AMG Managers Brandywine Blue Fund (BLUEX) has an annual stock turnover rate of 156.00% that is higher than the Large Growth average of 50.46%. This could mean AMG Managers Brandywine Blue is more nimble, but also signal potential high tax impact and high trading fees
  • AMG Managers Brandywine Blue Fund (BLUEX) has a higher expense ratio of 1.20% than its Large Growth average of 1.17%
See AMG Managers Brandywine Blue Fund (BLUEX) performance details as of May 30, 2016

 

What do you think?

 

Compare AMG Managers Brandywine Blue Fund (BLUEX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AMG Managers Brandywine Blue1.19-2.388.456.09
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare AMG Managers Brandywine Blue Fund (BLUEX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of AMG Managers Brandywine Blue Fund (BLUEX) Net Asset TrackingAMG Managers Brandywine Blue (BLUEX) Fund Net Asset

Track net asset change of AMG Managers Brandywine Blue fund (BLUEX)

DateNet Asset
05/2016$161.19M
03/2016$160.69M
02/2016$154.25M
More historic net asset information on AMG Managers Brandywine Blue Fund (BLUEX)

  

Graph of AMG Managers Brandywine Blue Fund (BLUEX) Portfolio TrackingAMG Managers Brandywine Blue (BLUEX) Fund Portfolio Allocation

Track portfolio allocation change of AMG Managers Brandywine Blue fund (BLUEX)

DateCashStockBondOther
04/20165.18%94.82%0%0%
03/20164.11%95.89%0%0%
01/20163.05%96.95%0%0%
Click here to see more historic asset allocation information on AMG Managers Brandywine Blue Fund (BLUEX)

 

graph of AMG Managers Brandywine Blue Fund (BLUEX) Top 10 Position TrackingTop 10 Holdings in AMG Managers Brandywine Blue (BLUEX) Fund

Discover what AMG Managers Brandywine Blue Fund (BLUEX) manager is buying

Apr 29, 2016
Amazon.com, Inc. [3.63%]
Marsh & McLennan Companies, Inc [3.08%]
The Priceline Group Inc. [3.05%]
Salesforce.com Inc Common Stock [3.04%]
Broadcom Limited [3.01%]
American Tower Corporation (REI [3%]
Church & Dwight Company, Inc. C [2.82%]
Visa Inc. [2.72%]
D.R. Horton, Inc. Common Stock [2.55%]
Nike, Inc. Common Stock [2.54%]

Mar 30, 2016
Marsh & McLennan Companies, Inc [3.9%]
Amazon.com, Inc. [3.21%]
Salesforce.com Inc Common Stock [3.19%]
Broadcom Limited [3.13%]
Nike, Inc. Common Stock [3.1%]
American Tower Corporation (REI [2.87%]
Starbucks Corporation [2.76%]
Church & Dwight Company, Inc. C [2.75%]
Home Depot, Inc. (The) Common S [2.67%]
Alphabet Inc. [2.65%]

Jan 30, 2016
Facebook, Inc. [3.62%]
Marsh & McLennan Companies, Inc [3.51%]
Nike, Inc. Common Stock [3.21%]
Salesforce.com Inc Common Stock [3.02%]
Starbucks Corporation [2.88%]
Thermo Fisher Scientific Inc Co [2.83%]
Broadcom Limited [2.78%]
Alphabet Inc. [2.71%]
American Tower Corporation (REI [2.71%]
Visa Inc. [2.64%]
Click here for Stock Holding Change Map in AMG Managers Brandywine Blue Fund (BLUEX)

  

Latest News on AMG Managers Brandywine Blue (BLUEX) Fund

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AMG Managers Brandywine Blue Fund (BLUEX) Related ResourcesSee more information on AMG Managers Brandywine Blue (BLUEX) Fund

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