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AMG SouthernSun Small Cap Investor (SSSFX) Fund Ranking and Research

Ranking, Research and Recommendation of AMG SouthernSun Small Cap Investor (SSSFX) Fund

    Last Trade: $29.20 on 4/17/2014, Change: +0.03 (0.1%)

 

Graph of AMG SouthernSun Small Cap Investor Fund (SSSFX) ManagerFund Manager - Michael Cook, Sr.

Fund Manager Information

Fund Manager Tenure: 10.6 years
Similar Funds: SSSIX 
Fund Family: Managers Funds
Fund Category: Small Blend
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: *Master* (Score: 0.89)     (What does this score mean?)

 

Graph of AMG SouthernSun Small Cap Investor Fund (SSSFX) ProfileAMG SouthernSun Small Cap Investor Fund (SSSFX) Profile

Fund Profile and Description

AMG SouthernSun Small Cap Investor Fund seeks to provide long-term capital appreciation. AMG SouthernSun Small Cap Investor Fund normally invests at least 80% of assets in equity securities of companies whose stock market capitalizations (share price multiplied by the number of shares outstanding) at time of initial purchase are considered small-cap. A company is considered a small-cap if its market capitalization at the time of purchase is within the capitalization range of companies in the Russell 2000 index during the most recent 12 month period. It is non-diversified.

 

AMG SouthernSun Small Cap Investor (SSSFX) Fund Strength What we like about AMG SouthernSun Small Cap Investor (SSSFX) Fund

Data for AMG SouthernSun Small Cap Investor Fund (SSSFX) as of Mar 30, 2014

  • AMG SouthernSun Small Cap Investor Fund (SSSFX) management has been with AMG SouthernSun Small Cap Investor Fund for 10.6 years
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) has good short-term performance (1-year return 30.06% vs 23.97% Small Blend category median performance)
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) has good mid-term performance (3-year return 18.04% vs 12.89% Small Blend category median performance)
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) has good Long-term performance (5-year return 35.90% vs 24.10% Small Blend category median performance)
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) ratio of up-years vs down years is greater than 2
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) has a Morningstar rating of 4 and above
  • Asset base in AMG SouthernSun Small Cap Investor Fund (SSSFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) has an annual stock turnover rate of 22.00% vs Small Blend average of 53.43%. It is good that AMG SouthernSun Small Cap Investor management does not trade extensively for its return.
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) has a lower expense ratio than its Small Blend average: 1.22% vs 1.27%

AMG SouthernSun Small Cap Investor Fund (SSSFX) Weakness What we are cautious about AMG SouthernSun Small Cap Investor (SSSFX) Fund

Data for AMG SouthernSun Small Cap Investor Fund (SSSFX) as of Mar 30, 2014

  • AMG SouthernSun Small Cap Investor Fund (SSSFX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.2 that is higher than category average of 16.84
  • Even though AMG SouthernSun Small Cap Investor Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See AMG SouthernSun Small Cap Investor Fund (SSSFX) performance details as of Mar 30, 2014

 

What do you think?

 

Compare AMG SouthernSun Small Cap Investor Fund (SSSFX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AMG SouthernSun Small Cap Investor3.4730.0618.0435.90
Invesco Select Companies A (ATIAX)4.2318.5012.9930.22Compare
RiverSource Small Company Index A (ISIAX)9.0728.685.604.51Compare
American Century Small Company Inst (ASCQX)1.4328.5515.6025.06Compare

See top fund managers for Small Blend Category Funds

 

Compare AMG SouthernSun Small Cap Investor Fund (SSSFX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Wilshire Micro-Cap ETF (WMCR)4.73%33.80%14.58%
iShares Russell Microcap Index (IWC)3.10%33.26%14.96%
RevenueShares Small Cap (RWJ)1.48%33.08%17.45%
First Trust Dow Jones Select MicroCp Idx (FDM)-0.43%30.15%12.25%
WisdomTree SmallCap Earnings (EES)0.11%29.88%15.63%

 

Graph of AMG SouthernSun Small Cap Investor Fund (SSSFX) Net Asset TrackingAMG SouthernSun Small Cap Investor (SSSFX) Fund Net Asset

Track net asset change of AMG SouthernSun Small Cap Investor fund (SSSFX)

DateNet Asset
03/2014$848.59M
02/2014$847.16M
01/2014$820.23M
More historic net asset information on AMG SouthernSun Small Cap Investor Fund (SSSFX)

  

Graph of AMG SouthernSun Small Cap Investor Fund (SSSFX) Portfolio TrackingAMG SouthernSun Small Cap Investor (SSSFX) Fund Portfolio Allocation

Track portfolio allocation change of AMG SouthernSun Small Cap Investor fund (SSSFX)

DateCashStockBondOther
12/20133.79%96.21%0%0%
09/20135.89%94.11%0%0%
06/20134.03%95.97%0%0%
Click here to see more historic asset allocation information on AMG SouthernSun Small Cap Investor Fund (SSSFX)

 

graph of AMG SouthernSun Small Cap Investor Fund (SSSFX) Top 10 Position TrackingTop 10 Holdings in AMG SouthernSun Small Cap Investor (SSSFX) Fund

Discover what AMG SouthernSun Small Cap Investor Fund (SSSFX) manager is buying

Dec 30, 2013
Darling International Inc. Comm [5.8%]
Iconix Brand Group, Inc. [5.45%]
Chicago Bridge & Iron Company N [5.34%]
AGCO Corporation Common Stock [5.25%]
Trinity Industries, Inc. Common [5.04%]
Centene Corporation Common Stoc [4.82%]
Diebold, Incorporated Common St [4.82%]
Carbo Ceramics, Inc. Common Sto [4.72%]
URS Corporation Common Stock [4.68%]
Broadridge Financial Solutions, [4.32%]

Sep 29, 2013
Carbo Ceramics, Inc. Common Sto [5.39%]
Iconix Brand Group, Inc. [5.35%]
URS Corporation Common Stock [5.22%]
AGCO Corporation Common Stock [5.18%]
Trinity Industries, Inc. Common [5.11%]
Chicago Bridge & Iron Company N [5.03%]
Centene Corporation Common Stoc [4.89%]
Broadridge Financial Solutions, [4.47%]
Darling International Inc. Comm [4.43%]
Newfield Exploration Company Co [4.3%]

Jun 29, 2013
Centene Corporation Common Stoc [5.16%]
Trinity Industries, Inc. Common [5%]
AGCO Corporation Common Stock [4.95%]
URS Corporation Common Stock [4.91%]
Iconix Brand Group, Inc. [4.83%]
Carbo Ceramics, Inc. Common Sto [4.66%]
Chicago Bridge & Iron Company N [4.6%]
Darling International Inc. Comm [4.49%]
Broadridge Financial Solutions, [4.31%]
Diebold, Incorporated Common St [4.25%]
Click here for Stock Holding Change Map in AMG SouthernSun Small Cap Investor Fund (SSSFX)

  

Latest News on AMG SouthernSun Small Cap Investor (SSSFX) Fund

See what is happening with AMG SouthernSun Small Cap Investor Fund (SSSFX)

 

AMG SouthernSun Small Cap Investor Fund (SSSFX) Related ResourcesSee more information on AMG SouthernSun Small Cap Investor (SSSFX) Fund

Popular pages on AMG SouthernSun Small Cap Investor (SSSFX) Fund