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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: $26.97 on 5/22/2015, Change: -0.16 (-0.59%)

 

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

Fund Manager Information

Fund Manager Tenure: 11.7 years
Similar Funds: SSSIX 
Fund Family: AMG Funds
Fund Category: Small Blend
Fund Performance: Apr 29, 2015
Fundmojo Fund Grade: B (Score: 0.65)     (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 Apr 29, 2015

  • AMG SouthernSun Small Cap Investor Fund (SSSFX) management has been with AMG SouthernSun Small Cap Investor Fund for 11.7 years
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) has good Long-term performance (5-year return 16.72% vs 12.46% 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
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) has an annual stock turnover rate of 24.00% vs Small Blend average of 52.90%. 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: 1.20% vs 1.25%

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 Apr 29, 2015

  • AMG SouthernSun Small Cap Investor Fund (SSSFX) has a less-than-ideal short-term performance (1-year return -6.28% vs 8.47% Small Blend category median performance)
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) has a less-than-ideal mid-term performance (3-year return 14.52% vs 15.08% Small Blend category median performance)
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) is less safe compared to its Small Blend peers
  • AMG SouthernSun Small Cap Investor Fund (SSSFX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.14 that is higher than category average of 12.94
  • Even though AMG SouthernSun Small Cap Investor Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in AMG SouthernSun Small Cap Investor Fund (SSSFX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See AMG SouthernSun Small Cap Investor Fund (SSSFX) performance details as of Apr 29, 2015

 

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 Investor3.42-6.2814.5216.72
QS Batterymarch US Sm Cap Eq FI (LGSCX)2.9914.1817.6614.47Compare
Bogle Small Cap Growth Instl (BOGIX)5.288.2119.9716.79Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.2812.1617.7213.89Compare

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
Schwab U.S. Small-Cap ETF (SCHA)2.86%9.98%17.35%
iShares Russell 2000 Index (IWM)1.62%9.68%15.95%
iShares Morningstar Small Core Index (JKJ)1.40%9.32%15.94%
First Trust Dow Jones Select MicroCp Idx (FDM)0.79%9.24%16.53%
Vanguard S&P Small-Cap 600 Index ETF (VIOO)1.53%9.11%16.67%

 

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
04/2015$647.28M
03/2015$675.68M
02/2015$689.47M
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
12/20140.88%97.26%0%1.86%
09/201411.51%87.67%0%0.82%
06/20143.92%96.08%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, 2014
Darling Ingredients Inc. Common [5.61%]
Diebold, Incorporated Common St [5.3%]
AGCO Corporation Common Stock [5.29%]
Clean Harbors, Inc. Common Stoc [5.29%]
Centene Corporation Common Stoc [5.19%]
Iconix Brand Group, Inc. [5.18%]
Broadridge Financial Solutions, [4.86%]
Hill-Rom Holdings Inc Common St [4.79%]
Newfield Exploration Company Co [4.32%]
Chicago Bridge & Iron Company N [4.21%]

Sep 29, 2014
Centene Corporation Common Stoc [5.37%]
Darling Ingredients Inc. Common [5.31%]
Iconix Brand Group, Inc. [5.15%]
Diebold, Incorporated Common St [4.87%]
Trinity Industries, Inc. Common [4.69%]
AGCO Corporation Common Stock [4.61%]
Clean Harbors, Inc. Common Stoc [4.53%]
Sanderson Farms, Inc. [4.53%]
Newfield Exploration Company Co [4.52%]
Hill-Rom Holdings Inc Common St [4.5%]

Jun 29, 2014
URS Corporation Common Stock [6.37%]
Hill-Rom Holdings Inc Common St [4.87%]
Broadridge Financial Solutions, [4.53%]
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

  

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