Fund Facts (as of 12/31/2016)
||Russell 1000® Value Index
||Systematic Financial Management, L.P.
|Fund Net Assets:
Share Class Facts
(Gross / Net)
|1.17% / 1.06%
Initial / Subsequent
|$2,000 / $100
|Minimum IRA Investment:
Initial / Subsequent
|$1,000 / $100
|Maximum Sales Charges:
Prior to October 1, 2016, the Fund’s N shares were known as Investor shares.
Prior to October 1, 2016, the Fund’s I shares were known as Institutional shares.
The Fund's investment manager has contractually agreed, through at least July 1, 2017, to limit Fund operating expenses. The net expense ratio reflects this limitation, while the gross expense ratio does not. Please refer to the Fund's prospectus for additional information on the Fund's expenses.
Learn more about share classes offered by AMG Funds.
Under normal circumstances, the Fund will invest at least 80%
of its net assets, plus the amount of any borrowings for
investment purposes, in securities of large-capitalization
companies. The Fund generally considers a security to be a
large-capitalization security if, at the time of purchase, its
market capitalization is within the range of capitalizations of
companies in the Russell 1000® Index (the “Index”). As of
May 31, 2014, the date of the most recent reconstitution of the
Index, the range of market capitalizations for the Index was
$2.20 billion to $545 billion.
serves as Subadvisor to the Fund and applies a
strategic combination of qualitative and quantitative research
seeking to identify high-quality, attractively valued large capitalization
companies exhibiting a confirmed catalyst for stock price
appreciation when deciding which stocks to buy or sell.
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 mid- and large-cap companies
- Seeking capital appreciation
- Diversifying investments in small-cap companies
- Willing to accept short-term volatility of returns
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.