Brandywine Blue Fund

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Daily Pricing 05/24/2017
I
NAV: $42.29
NAV $ Change: $0.25
NAV % Change: 0.59%
YTD Return (as of 04/30/2017)
- at NAV 10.28%

The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses.Unlike the Fund, the Index listed is unmanaged, is not available for investment and does not incur expenses. 

AMG Funds

Fund Update

Effective February 27, 2017, the share classes offered and/or fees paid by certain of our Funds are being restructured to better align with the needs of our investors. These changes may affect the amount of fees you will pay as an investor. Please review the Fund's prospectus for details.

Fund Facts (as of 3/31/2017)

Investment Style: Large-Cap Growth
Benchmark(s): Russell 1000® Growth Index; S&P 500 Index; Russell 1000® Index
Subadvisor(s): Friess Associates, LLC; Friess Associates of Delaware, LLC
Fund Net Assets: $159,735,300

Share Class Facts

Share Class: I
Ticker: BLUEX
Inception Date: 1/10/1991
Expense Ratio:
(Gross / Net)
1.20% / 1.20%
Minimum Investment:
Initial / Subsequent
$2,000 / $100
Minimum IRA Investment:
Initial / Subsequent
$1,000 / $100
Maximum Sales Charges: N/A
12b-1 Fees: N/A

Prior to February 27, 2017, the Fund’s I shares were known as S shares.

Fund Focus

The Fund employs Friess Associates' research-driven investment process. This process capitalizes on the relationship between earnings performance and stock prices by isolating companies experiencing rapid earnings growth that sell at reasonable multiples of earnings estimates and show promise to positively surprise Wall Street.

The Fund maintains a large-cap focus by uncovering stocks exceeding $6 billion in market cap that meet its earnings growth and valuation criteria. This mutual fund doesn't often hold mega-cap companies like many large-cap funds; instead it focuses on the lower end of the large-cap range.

Friess employs a true bottom-up approach, meaning sector weightings and other characteristics are byproducts of its company-by-company research.

Where This Fund May Fit As Part Of Your Asset Allocation

The Fund may be appropriate for your overall investment allocation if you are:

  • Looking to gain exposure to large, high-quality U.S. companies
  • Seeking long-term growth of capital
  • Willing to accept short-term volatility of returns
Disclosure

Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.

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