AMG Funds

Morningstar™ Rated Funds

Additional Resources

The following mutual funds have recently received Morningstar risk-adjusted return ratings of five, four or three stars.

Morningstar gives its ratings of five, four and three stars to the top 10%, next 22.5% and the next 35%, respectively, of all funds based on their risk-adjusted returns. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics.

Click on the fund name for more details.

Morningstar Overall Risk-Adjusted Return Ratings as of June 30, 2017

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Fund Name Share Class Overall Rating 3 Years 5 Years 10 Years Category
Cadence Emerging Companies Fund (MECAX) N
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
Cadence Emerging Companies Fund (MECIX) I
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
Chicago Equity Partners Balanced Fund (MBEAX) N
(of 727 Funds)

(of 727 Funds)

(of 653 Funds)

(of 429 Funds)
Allocation--50% to 70% Equity
Chicago Equity Partners Balanced Fund (MBEYX) Z
(of 727 Funds)

(of 727 Funds)

(of 653 Funds)

(of 429 Funds)
Allocation--50% to 70% Equity
DoubleLine Core Plus Bond Fund* (ADLIX) I
(of 856 Funds)

(of 856 Funds)

(of 767 Funds)
N/A
Intermediate-Term Bond
Pictet International Fund* (APCTX) I
(of 595 Funds)

(of 595 Funds)
N/A
N/A
Foreign Large Blend
Pictet International Fund* (APINX) N
(of 595 Funds)

(of 595 Funds)
N/A
N/A
Foreign Large Blend
TimesSquare International Small Cap Fund (TCMIX) Z
(of 114 Funds)

(of 114 Funds)
N/A
N/A
Foreign Small/Mid Growth
TimesSquare International Small Cap Fund (TCMPX) N
(of 114 Funds)

(of 114 Funds)
N/A
N/A
Foreign Small/Mid Growth
Amundi Intermediate Government Fund* (MGIDX) N
(of 244 Funds)

(of 244 Funds)

(of 232 Funds)

(of 173 Funds)
Intermediate Government
CenterSquare Real Estate Fund* (MRESX) N
(of 230 Funds)

(of 230 Funds)

(of 201 Funds)

(of 141 Funds)
Real Estate
Chicago Equity Partners Balanced Fund (MBESX) I
(of 727 Funds)

(of 727 Funds)

(of 653 Funds)

(of 429 Funds)
Allocation--50% to 70% Equity
DoubleLine Core Plus Bond Fund* (ADBLX) N
(of 856 Funds)

(of 856 Funds)

(of 767 Funds)
N/A
Intermediate-Term Bond
GW&K Core Bond Fund (MBDFX) I
(of 856 Funds)

(of 856 Funds)

(of 767 Funds)

(of 540 Funds)
Intermediate-Term Bond
GW&K Small Cap Core Fund (GWEIX) I
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
GW&K Small Cap Core Fund (GWETX) N
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
Harding Loevner Emerging Markets Portfolio (HLEMX) Advisor
(of 634 Funds)

(of 634 Funds)

(of 436 Funds)

(of 178 Funds)
Diversified Emerging Mkts
Harding Loevner Global Equity Portfolio (HLMGX) Advisor
(of 714 Funds)

(of 714 Funds)

(of 590 Funds)

(of 329 Funds)
World Large Stock
Harding Loevner Global Equity Portfolio (HLMVX) Institutional
(of 714 Funds)

(of 714 Funds)

(of 590 Funds)

(of 329 Funds)
World Large Stock
Harding Loevner Institutional Emerging Markets Portfolio (HLEEX) Class II
(of 634 Funds)

(of 634 Funds)

(of 436 Funds)

(of 178 Funds)
Diversified Emerging Mkts
Harding Loevner Institutional Emerging Markets Portfolio (HLMEX) Class I
(of 634 Funds)

(of 634 Funds)

(of 436 Funds)

(of 178 Funds)
Diversified Emerging Mkts
Harding Loevner International Equity Portfolio (HLMIX) Institutional
(of 324 Funds)

(of 324 Funds)

(of 275 Funds)

(of 193 Funds)
Foreign Large Growth
Harding Loevner International Equity Portfolio (HLMNX) Investor
(of 324 Funds)

(of 324 Funds)

(of 275 Funds)

(of 193 Funds)
Foreign Large Growth
Harding Loevner International Small Companies Portfolio (HLMSX) Investor
(of 114 Funds)

(of 114 Funds)

(of 105 Funds)

(of 63 Funds)
Foreign Small/Mid Growth
Loomis Sayles Bond Fund* (MGBIX) I
(of 856 Funds)

(of 856 Funds)

(of 767 Funds)

(of 540 Funds)
Intermediate-Term Bond
Loomis Sayles Bond Fund* (MGFIX) N
(of 856 Funds)

(of 856 Funds)

(of 767 Funds)

(of 540 Funds)
Intermediate-Term Bond
Renaissance Large Cap Growth Fund (MRLIX) Z
(of 1277 Funds)

(of 1277 Funds)

(of 1152 Funds)
N/A
Large Growth
Renaissance Large Cap Growth Fund (MRLSX) I
(of 1277 Funds)

(of 1277 Funds)

(of 1152 Funds)
N/A
Large Growth
Renaissance Large Cap Growth Fund (MRLTX) N
(of 1277 Funds)

(of 1277 Funds)

(of 1152 Funds)
N/A
Large Growth
River Road Dividend All Cap Value Fund* (ARDEX) N
(of 1091 Funds)

(of 1091 Funds)

(of 936 Funds)

(of 681 Funds)
Large Value
River Road Dividend All Cap Value Fund* (ARIDX) I
(of 1091 Funds)

(of 1091 Funds)

(of 936 Funds)

(of 681 Funds)
Large Value
River Road Small Cap Value Fund* (ARSIX) I
(of 646 Funds)

(of 646 Funds)

(of 545 Funds)

(of 389 Funds)
Small Blend
River Road Small-Mid Cap Value Fund* (ARIMX) I
(of 646 Funds)

(of 646 Funds)

(of 545 Funds)

(of 389 Funds)
Small Blend
River Road Small-Mid Cap Value Fund* (ARSMX) N
(of 646 Funds)

(of 646 Funds)

(of 545 Funds)

(of 389 Funds)
Small Blend
Skyline Special Equities Fund (SKSEX) N
(of 646 Funds)

(of 646 Funds)

(of 545 Funds)

(of 389 Funds)
Small Blend
TimesSquare Mid Cap Growth Fund (TMDIX) Z
(of 576 Funds)

(of 576 Funds)

(of 502 Funds)

(of 370 Funds)
Mid-Cap Growth
TimesSquare Mid Cap Growth Fund (TMDPX) N
(of 576 Funds)

(of 576 Funds)

(of 502 Funds)

(of 370 Funds)
Mid-Cap Growth
TimesSquare Small Cap Growth Fund (TSCIX) Z
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
TimesSquare Small Cap Growth Fund (TSCPX) N
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
Yacktman Focused Fund (YAFFX) N
(of 1223 Funds)

(of 1223 Funds)

(of 1080 Funds)

(of 802 Funds)
Large Blend
Yacktman Fund (YACKX) I
(of 1223 Funds)

(of 1223 Funds)

(of 1080 Funds)

(of 802 Funds)
Large Blend
Amundi Short Duration Government Fund* (MGSDX) N
(of 134 Funds)

(of 134 Funds)

(of 101 Funds)

(of 55 Funds)
Ultrashort Bond
Cadence Capital Appreciation Fund (MCFYX) I
(of 1277 Funds)

(of 1277 Funds)

(of 1152 Funds)

(of 803 Funds)
Large Growth
Cadence Capital Appreciation Fund (MPAFX) N
(of 1277 Funds)

(of 1277 Funds)

(of 1152 Funds)

(of 803 Funds)
Large Growth
Cadence Capital Appreciation Fund (MPCIX) Z
(of 1277 Funds)

(of 1277 Funds)

(of 1152 Funds)

(of 803 Funds)
Large Growth
Cadence Mid Cap Fund (MCMAX) N
(of 576 Funds)

(of 576 Funds)

(of 502 Funds)

(of 370 Funds)
Mid-Cap Growth
Cadence Mid Cap Fund (MCMFX) Z
(of 576 Funds)

(of 576 Funds)

(of 502 Funds)

(of 370 Funds)
Mid-Cap Growth
Cadence Mid Cap Fund (MCMYX) I
(of 576 Funds)

(of 576 Funds)

(of 502 Funds)

(of 370 Funds)
Mid-Cap Growth
Emerging Opportunities Fund (MIMFX) I
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
Emerging Opportunities Fund (MMCFX) N
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
Fairpointe Mid Cap Fund* (ABMIX) I
(of 356 Funds)

(of 356 Funds)

(of 310 Funds)

(of 217 Funds)
Mid-Cap Value
Fairpointe Mid Cap Fund* (CHTTX) N
(of 356 Funds)

(of 356 Funds)

(of 310 Funds)

(of 217 Funds)
Mid-Cap Value
FQ Global Risk-Balanced Fund (MMAFX) Z
(of 249 Funds)

(of 249 Funds)

(of 176 Funds)

(of 66 Funds)
Tactical Allocation
FQ Global Risk-Balanced Fund (MMASX) I
(of 249 Funds)

(of 249 Funds)

(of 176 Funds)

(of 66 Funds)
Tactical Allocation
FQ Global Risk-Balanced Fund (MMAVX) N
(of 249 Funds)

(of 249 Funds)

(of 176 Funds)

(of 66 Funds)
Tactical Allocation
FQ Tax-Managed U.S. Equity Fund (MFQTX) I
(of 1223 Funds)

(of 1223 Funds)

(of 1080 Funds)

(of 802 Funds)
Large Blend
FQ U.S. Equity Fund (MEQFX) I
(of 1223 Funds)

(of 1223 Funds)

(of 1080 Funds)

(of 802 Funds)
Large Blend
Frontier Small Cap Growth Fund (MSSCX) I
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
Global Income Opportunity Fund (MGGBX) N
(of 298 Funds)

(of 298 Funds)

(of 253 Funds)

(of 126 Funds)
World Bond
GW&K Enhanced Core Bond Fund (MFDAX) N
(of 856 Funds)

(of 856 Funds)

(of 767 Funds)

(of 540 Funds)
Intermediate-Term Bond
GW&K Enhanced Core Bond Fund (MFDYX) Z
(of 856 Funds)

(of 856 Funds)

(of 767 Funds)

(of 540 Funds)
Intermediate-Term Bond
GW&K Municipal Bond Fund (GWMIX) I
(of 263 Funds)

(of 263 Funds)

(of 227 Funds)
N/A
Muni National Interm
GW&K Municipal Enhanced Yield Fund (GWMEX) I
(of 145 Funds)

(of 145 Funds)

(of 119 Funds)

(of 86 Funds)
High Yield Muni
Harding Loevner Frontier Emerging Markets Portfolio (HLFMX) Institutional Class I
(of 634 Funds)

(of 634 Funds)

(of 436 Funds)
N/A
Diversified Emerging Mkts
Harding Loevner Frontier Emerging Markets Portfolio (HLMOX) Investor
(of 634 Funds)

(of 634 Funds)

(of 436 Funds)
N/A
Diversified Emerging Mkts
Harding Loevner International Small Companies Portfolio (HLMRX) Institutional
(of 114 Funds)

(of 114 Funds)

(of 105 Funds)

(of 63 Funds)
Foreign Small/Mid Growth
High Yield Fund (MHHAX) N
(of 590 Funds)

(of 590 Funds)

(of 474 Funds)

(of 317 Funds)
High Yield Bond
High Yield Fund (MHHYX) I
(of 590 Funds)

(of 590 Funds)

(of 474 Funds)

(of 317 Funds)
High Yield Bond
Lake Partners LASSO Alternatives Fund* (ALSNX) N
(of 243 Funds)

(of 243 Funds)

(of 154 Funds)
N/A
Multialternative
Lake Partners LASSO Alternatives Fund* (ALSOX) I
(of 243 Funds)

(of 243 Funds)

(of 154 Funds)
N/A
Multialternative
Montag & Caldwell Balanced Fund* (MOBAX) N
(of 727 Funds)

(of 727 Funds)

(of 653 Funds)

(of 429 Funds)
Allocation--50% to 70% Equity
Montag & Caldwell Balanced Fund* (MOBIX) I
(of 727 Funds)

(of 727 Funds)

(of 653 Funds)

(of 429 Funds)
Allocation--50% to 70% Equity
Montag & Caldwell Mid Cap Growth Fund* (AMMCX) I
(of 576 Funds)

(of 576 Funds)

(of 502 Funds)
N/A
Mid-Cap Growth
River Road Dividend All Cap Value Fund II* (ADIVX) I
(of 1091 Funds)

(of 1091 Funds)

(of 936 Funds)
N/A
Large Value
River Road Long-Short Fund* (ALSIX) I
(of 175 Funds)

(of 175 Funds)

(of 90 Funds)
N/A
Long-Short Equity
River Road Long-Short Fund* (ARLSX) N
(of 175 Funds)

(of 175 Funds)

(of 90 Funds)
N/A
Long-Short Equity
River Road Small Cap Value Fund* (ARSVX) N
(of 646 Funds)

(of 646 Funds)

(of 545 Funds)

(of 389 Funds)
Small Blend
Silvercrest Small Cap Fund* (ACRTX) I
(of 646 Funds)

(of 646 Funds)

(of 545 Funds)
N/A
Small Blend
Silvercrest Small Cap Fund* (ASCTX) N
(of 646 Funds)

(of 646 Funds)

(of 545 Funds)
N/A
Small Blend
Special Equity Fund (MGSEX) N
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
Special Equity Fund (MSEIX) I
(of 599 Funds)

(of 599 Funds)

(of 533 Funds)

(of 398 Funds)
Small Growth
Systematic Mid Cap Value Fund (SYAMX) N
(of 356 Funds)

(of 356 Funds)

(of 310 Funds)

(of 217 Funds)
Mid-Cap Value
Systematic Mid Cap Value Fund (SYIMX) I
(of 356 Funds)

(of 356 Funds)

(of 310 Funds)

(of 217 Funds)
Mid-Cap Value
TimesSquare All Cap Growth Fund (MTGIX) I
(of 1277 Funds)

(of 1277 Funds)

(of 1152 Funds)
N/A
Large Growth
TimesSquare All Cap Growth Fund (MTGVX) N
(of 1277 Funds)

(of 1277 Funds)

(of 1152 Funds)
N/A
Large Growth
Trilogy Emerging Markets Equity Fund (TLEIX) Z
(of 634 Funds)

(of 634 Funds)

(of 436 Funds)
N/A
Diversified Emerging Mkts
Trilogy Emerging Markets Equity Fund (TLESX) I
(of 634 Funds)

(of 634 Funds)

(of 436 Funds)
N/A
Diversified Emerging Mkts
Trilogy Global Equity Fund (TLGIX) Z
(of 714 Funds)

(of 714 Funds)

(of 590 Funds)
N/A
World Large Stock
Trilogy Global Equity Fund (TLGSX) I
(of 714 Funds)

(of 714 Funds)

(of 590 Funds)
N/A
World Large Stock
Yacktman Focused Fund (YAFIX) I
(of 1223 Funds)

(of 1223 Funds)

(of 1080 Funds)

(of 802 Funds)
Large Blend
Yacktman Special Opportunities Fund (YASLX) Z
(of 117 Funds)

(of 117 Funds)
N/A
N/A
World Small/Mid Stock

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.

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 indicies exclude expenses. Unlike the Fund, the Index listed is unmanaged, is not available for investment and does not incur expenses.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.

Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. The Ranking may reflect the waiver of all or a portion of the fund's fees. Without such waiver, the Rankings may have been lower. Past performance is no guarantee of future results.

© 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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Thank you for your interest in AMG Funds.

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