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AMG Managers Brandywine (BRWIX) Fund Ranking and Research

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

    Last Trade: $ on , Change: (0%)

 

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

Fund Manager Information

Fund Manager Tenure: 8.3 years
Fund Family: AMG Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

 

Graph of AMG Managers Brandywine Fund (BRWIX) ProfileAMG Managers Brandywine Fund (BRWIX) Profile

Fund Profile and Description

AMG Managers Brandywine Fund seeks long-term capital appreciation. AMG Managers Brandywine 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 focuses 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 Fund targets fundamentally sound companies of all sizes that are experiencing a positive change.

 

AMG Managers Brandywine (BRWIX) Fund Strength What we like about AMG Managers Brandywine (BRWIX) Fund

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

  • AMG Managers Brandywine Fund (BRWIX) management has been with AMG Managers Brandywine Fund for 8.3 years
  • AMG Managers Brandywine Fund (BRWIX) has good mid-term performance (3-year return 9.52% vs 8.38% Mid-Cap Growth category median performance)
  • AMG Managers Brandywine Fund (BRWIX) ratio of up-years vs down years is greater than 2
  • Asset base in AMG Managers Brandywine Fund (BRWIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AMG Managers Brandywine Fund (BRWIX) has a lower expense ratio than its Mid-Cap Growth average: 1.10% vs 1.28%
  • AMG Managers Brandywine Fund (BRWIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

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

  • AMG Managers Brandywine Fund (BRWIX) has a less-than-ideal short-term performance (1-year return -6.47% vs -5.73% Mid-Cap Growth category median performance)
  • AMG Managers Brandywine Fund (BRWIX) has a less-than-ideal Long-term performance (5-year return 4.05% vs 7.70% Mid-Cap Growth category median performance)
  • AMG Managers Brandywine Fund (BRWIX) has a Morningstar rating of 3 and below
  • AMG Managers Brandywine Fund (BRWIX) has an annual stock turnover rate of 190.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean AMG Managers Brandywine is more nimble, but also signal potential high tax impact and high trading fees
  • AMG Managers Brandywine Fund (BRWIX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.26 that is higher than category average of 13.49
See AMG Managers Brandywine Fund (BRWIX) performance details as of May 30, 2016

 

What do you think?

 

Compare AMG Managers Brandywine Fund (BRWIX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AMG Managers Brandywine0.71-6.479.524.05
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare AMG Managers Brandywine Fund (BRWIX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of AMG Managers Brandywine Fund (BRWIX) Net Asset TrackingAMG Managers Brandywine (BRWIX) Fund Net Asset

Track net asset change of AMG Managers Brandywine fund (BRWIX)

DateNet Asset
05/2016$713.79M
03/2016$706.82M
02/2016$668.17M
More historic net asset information on AMG Managers Brandywine Fund (BRWIX)

  

Graph of AMG Managers Brandywine Fund (BRWIX) Portfolio TrackingAMG Managers Brandywine (BRWIX) Fund Portfolio Allocation

Track portfolio allocation change of AMG Managers Brandywine fund (BRWIX)

DateCashStockBondOther
04/20161.49%96.97%0%1.54%
03/20164.61%95.39%0%0%
01/20161.71%98.29%0%0%
Click here to see more historic asset allocation information on AMG Managers Brandywine Fund (BRWIX)

 

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

Discover what AMG Managers Brandywine Fund (BRWIX) manager is buying

Apr 29, 2016
Amazon.com, Inc. [2.96%]
Broadcom Limited [2.44%]
Fitbit, Inc. Class A Common Sto [2.36%]
The Priceline Group Inc. [2.25%]
Facebook, Inc. [2.15%]
VCA Inc. [2.09%]
Twenty-First Century Fox, Inc. [2.04%]
Salesforce.com Inc Common Stock [2.04%]
Visa Inc. [2.02%]
American Tower Corporation (REI [2.01%]

Mar 30, 2016
Alphabet Inc. [2.66%]
Amazon.com, Inc. [2.65%]
Broadcom Limited [2.57%]
Salesforce.com Inc Common Stock [2.15%]
Facebook, Inc. [2.07%]
KAR Auction Services, Inc Commo [2.03%]
Integra LifeSciences Holdings C [2.01%]
Visa Inc. [1.99%]
Electronic Arts Inc. [1.99%]
Allstate Corporation (The) Comm [1.95%]

Jan 30, 2016
Facebook, Inc. [3.47%]
Alphabet Inc. [2.74%]
KAR Auction Services, Inc Commo [2.4%]
Broadcom Limited [2.3%]
Amazon.com, Inc. [2.25%]
Guidewire Software, Inc. Common [2.12%]
Salesforce.com Inc Common Stock [2.05%]
Electronic Arts Inc. [2.01%]
Activision Blizzard, Inc [2%]
Visa Inc. [2%]
Click here for Stock Holding Change Map in AMG Managers Brandywine Fund (BRWIX)

  

Latest News on AMG Managers Brandywine (BRWIX) Fund

See what is happening with AMG Managers Brandywine Fund (BRWIX)

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AMG Managers Brandywine Fund (BRWIX) Related ResourcesSee more information on AMG Managers Brandywine (BRWIX) Fund

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