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AMG Managers Brandywine Advs Mid Cap Gr (BWAFX) Fund Ranking and Research

Ranking, Research and Recommendation of AMG Managers Brandywine Advs Mid Cap Gr (BWAFX) Fund

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Graph of AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) ManagerFund Manager - Scott W. Gates

Fund Manager Information

Fund Manager Tenure: 8.6 years
Fund Family: AMG Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.37)     (What does this score mean?)

 

Graph of AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) ProfileAMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) Profile

Fund Profile and Description

AMG Managers Brandywine Advs Mid Cap Gr Fund seeks capital appreciation. AMG Managers Brandywine Advs Mid Cap Gr Fund invests at least 80% of net assets in mid-cap companies, companies having market capitalizations between $2 billion and $15 billion. It invests principally in common stocks of U.S. companies, and, to a lesser extent, in equity securities of foreign issuers, usually those which are publicly traded in the United States either directly or through American Depositary Receipts (“ADRs”). AMG Managers Brandywine Advs Mid Cap Gr Fund targets fundamentally sound companies that are experiencing a positive change.

 

AMG Managers Brandywine Advs Mid Cap Gr (BWAFX) Fund Strength What we like about AMG Managers Brandywine Advs Mid Cap Gr (BWAFX) Fund

Data for AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) as of May 30, 2016

  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) management has been with AMG Managers Brandywine Advs Mid Cap Gr Fund for 8.6 years
  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) ratio of up-years vs down years is greater than 2
  • Asset base in AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) has a lower expense ratio than its Mid-Cap Growth average: 1.14% vs 1.28%

AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) Weakness What we are cautious about AMG Managers Brandywine Advs Mid Cap Gr (BWAFX) Fund

Data for AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) as of May 30, 2016

  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) has a less-than-ideal short-term performance (1-year return -14.82% vs -5.73% Mid-Cap Growth category median performance)
  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) has a less-than-ideal mid-term performance (3-year return 1.96% vs 8.38% Mid-Cap Growth category median performance)
  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) has a less-than-ideal Long-term performance (5-year return -0.95% vs 7.70% Mid-Cap Growth category median performance)
  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) has a Morningstar rating of 3 and below
  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) is less safe compared to its Mid-Cap Growth peers
  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) has an annual stock turnover rate of 204.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean AMG Managers Brandywine Advs Mid Cap Gr is more nimble, but also signal potential high tax impact and high trading fees
  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) does not have a good risk adjusted return as its 3-year Alpha of -8.62 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.2
  • AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.91 that is higher than category average of 13.49
  • Even though AMG Managers Brandywine Advs Mid Cap Gr Fund carries no load, it does have a 0.01% of 12b1 promotion, distributions, marketing expenses
See AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) performance details as of May 30, 2016

 

What do you think?

 

Compare AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX)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 Brandywine Advs Mid Cap Gr-2.96-14.821.96-0.95
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 Advs Mid Cap Gr Fund (BWAFX)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 Advs Mid Cap Gr Fund (BWAFX) Net Asset TrackingAMG Managers Brandywine Advs Mid Cap Gr (BWAFX) Fund Net Asset

Track net asset change of AMG Managers Brandywine Advs Mid Cap Gr fund (BWAFX)

DateNet Asset
05/2016$136.74M
03/2016$133.59M
02/2016$125.25M
More historic net asset information on AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX)

  

Graph of AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) Portfolio TrackingAMG Managers Brandywine Advs Mid Cap Gr (BWAFX) Fund Portfolio Allocation

Track portfolio allocation change of AMG Managers Brandywine Advs Mid Cap Gr fund (BWAFX)

DateCashStockBondOther
04/20166.69%93.31%0%0%
03/20164.97%95.03%0%0%
01/20166.54%93.46%0%0%
Click here to see more historic asset allocation information on AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX)

 

graph of AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) Top 10 Position TrackingTop 10 Holdings in AMG Managers Brandywine Advs Mid Cap Gr (BWAFX) Fund

Discover what AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) manager is buying

Apr 29, 2016
Church & Dwight Company, Inc. C [3.16%]
Integra LifeSciences Holdings C [3.13%]
VCA Inc. [3.07%]
KAR Auction Services, Inc Commo [2.95%]
Fitbit, Inc. Class A Common Sto [2.95%]
Allegion plc Ordinary Shares [2.81%]
Broadcom Limited [2.81%]
Vulcan Materials Company (Holdi [2.69%]
Waste Connections, Inc. Common [2.67%]
ARRIS International plc [2.59%]

Mar 30, 2016
Broadcom Limited [3.91%]
Jarden Corporation Common Stock [3.31%]
Church & Dwight Company, Inc. C [3.16%]
Norwegian Cruise Line Holdings [3.06%]
KAR Auction Services, Inc Commo [3.02%]
Integra LifeSciences Holdings C [3%]
VCA Inc. [2.83%]
American Eagle Outfitters, Inc. [2.76%]
Allegion plc Ordinary Shares [2.76%]
NVIDIA Corporation [2.67%]

Jan 30, 2016
Waste Connections, Inc. Common [3.7%]
Broadcom Limited [3.54%]
Scripps Networks Interactive, I [3.19%]
Jarden Corporation Common Stock [3.11%]
Luxoft Holding, Inc. Class A Or [3.1%]
Guidewire Software, Inc. Common [3.06%]
Church & Dwight Company, Inc. C [3.01%]
Acadia Healthcare Company, Inc. [2.98%]
Orbital ATK, Inc. Common Stock [2.96%]
Thermo Fisher Scientific Inc Co [2.89%]
Click here for Stock Holding Change Map in AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX)

  

Latest News on AMG Managers Brandywine Advs Mid Cap Gr (BWAFX) Fund

See what is happening with AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX)

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AMG Managers Brandywine Advs Mid Cap Gr Fund (BWAFX) Related ResourcesSee more information on AMG Managers Brandywine Advs Mid Cap Gr (BWAFX) Fund

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