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 March 31, 2017

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Fund Name Share Class Overall Rating 3 Years 5 Years 10 Years Category
Amundi Intermediate Government Fund* (MGIDX) N
(of 255 Funds)

(of 255 Funds)

(of 240 Funds)

(of 178 Funds)
Intermediate Government
Cadence Emerging Companies Fund (MECAX) N
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
Cadence Emerging Companies Fund (MECIX) I
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
Chicago Equity Partners Balanced Fund (MBEAX) N
(of 721 Funds)

(of 721 Funds)

(of 616 Funds)

(of 424 Funds)
Allocation--50% to 70% Equity
Chicago Equity Partners Balanced Fund (MBEYX) Z
(of 721 Funds)

(of 721 Funds)

(of 616 Funds)

(of 424 Funds)
Allocation--50% to 70% Equity
DoubleLine Core Plus Bond Fund* (ADLIX) I
(of 851 Funds)

(of 851 Funds)

(of 750 Funds)
N/A
Intermediate-Term Bond
Harding Loevner International Equity Portfolio (HLMIX) Institutional
(of 324 Funds)

(of 324 Funds)

(of 276 Funds)

(of 191 Funds)
Foreign Large Growth
Renaissance Large Cap Growth Fund (MRLIX) Z
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)
N/A
Large Growth
TimesSquare International Small Cap Fund (TCMIX) Z
(of 108 Funds)

(of 108 Funds)
N/A
N/A
Foreign Small/Mid Growth
TimesSquare International Small Cap Fund (TCMPX) N
(of 108 Funds)

(of 108 Funds)
N/A
N/A
Foreign Small/Mid Growth
CenterSquare Real Estate Fund* (MRESX) N
(of 234 Funds)

(of 234 Funds)

(of 205 Funds)

(of 137 Funds)
Real Estate
Chicago Equity Partners Balanced Fund (MBESX) I
(of 721 Funds)

(of 721 Funds)

(of 616 Funds)

(of 424 Funds)
Allocation--50% to 70% Equity
DoubleLine Core Plus Bond Fund* (ADBLX) N
(of 851 Funds)

(of 851 Funds)

(of 750 Funds)
N/A
Intermediate-Term Bond
Fairpointe Mid Cap Fund* (ABMIX) I
(of 341 Funds)

(of 341 Funds)

(of 301 Funds)

(of 212 Funds)
Mid-Cap Value
Fairpointe Mid Cap Fund* (CHTTX) N
(of 341 Funds)

(of 341 Funds)

(of 301 Funds)

(of 212 Funds)
Mid-Cap Value
GW&K Small Cap Core Fund (GWEIX) I
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
GW&K Small Cap Core Fund (GWESX) S
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
GW&K Small Cap Core Fund (GWETX) N
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
Harding Loevner Emerging Markets Portfolio (HLEMX) Advisor
(of 629 Funds)

(of 629 Funds)

(of 429 Funds)

(of 177 Funds)
Diversified Emerging Mkts
Harding Loevner Global Equity Portfolio (HLMGX) Advisor
(of 839 Funds)

(of 839 Funds)

(of 673 Funds)

(of 382 Funds)
World Stock
Harding Loevner Global Equity Portfolio (HLMVX) Institutional
(of 839 Funds)

(of 839 Funds)

(of 673 Funds)

(of 382 Funds)
World Stock
Harding Loevner Institutional Emerging Markets Portfolio (HLEEX) Class II
(of 629 Funds)

(of 629 Funds)

(of 429 Funds)

(of 177 Funds)
Diversified Emerging Mkts
Harding Loevner Institutional Emerging Markets Portfolio (HLMEX) Class I
(of 629 Funds)

(of 629 Funds)

(of 429 Funds)

(of 177 Funds)
Diversified Emerging Mkts
Harding Loevner International Equity Portfolio (HLMNX) Investor
(of 324 Funds)

(of 324 Funds)

(of 276 Funds)

(of 191 Funds)
Foreign Large Growth
Harding Loevner International Small Companies Portfolio (HLMSX) Investor
(of 108 Funds)

(of 108 Funds)

(of 97 Funds)

(of 60 Funds)
Foreign Small/Mid Growth
High Yield Fund (MHHYX) I
(of 596 Funds)

(of 596 Funds)

(of 471 Funds)

(of 318 Funds)
High Yield Bond
Loomis Sayles Bond Fund* (MGFIX) N
(of 851 Funds)

(of 851 Funds)

(of 750 Funds)

(of 538 Funds)
Intermediate-Term Bond
Renaissance Large Cap Growth Fund (MRLSX) I
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)
N/A
Large Growth
Renaissance Large Cap Growth Fund (MRLTX) N
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)
N/A
Large Growth
River Road Dividend All Cap Value Fund II* (ADIVX) I
(of 1084 Funds)

(of 1084 Funds)
N/A
N/A
Large Value
River Road Dividend All Cap Value Fund II* (ADVTX) N
(of 1084 Funds)

(of 1084 Funds)
N/A
N/A
Large Value
River Road Dividend All Cap Value Fund* (ARDEX) N
(of 1084 Funds)

(of 1084 Funds)

(of 936 Funds)

(of 679 Funds)
Large Value
River Road Select Value Fund* (ARSMX) N
(of 625 Funds)

(of 625 Funds)

(of 537 Funds)

(of 377 Funds)
Small Blend
Silvercrest Small Cap Fund* (ACRTX) I
(of 625 Funds)

(of 625 Funds)

(of 537 Funds)
N/A
Small Blend
TimesSquare Mid Cap Growth Fund (TMDIX) Z
(of 580 Funds)

(of 580 Funds)

(of 500 Funds)

(of 368 Funds)
Mid-Cap Growth
TimesSquare Mid Cap Growth Fund (TMDPX) N
(of 580 Funds)

(of 580 Funds)

(of 500 Funds)

(of 368 Funds)
Mid-Cap Growth
TimesSquare Small Cap Growth Fund (TSCIX) Z
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
TimesSquare Small Cap Growth Fund (TSCPX) N
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
Yacktman Focused Fund (YAFFX) N
(of 1248 Funds)

(of 1248 Funds)

(of 1113 Funds)

(of 822 Funds)
Large Blend
Yacktman Fund (YACKX) I
(of 1248 Funds)

(of 1248 Funds)

(of 1113 Funds)

(of 822 Funds)
Large Blend
Amundi Short Duration Government Fund* (MGSDX) N
(of 135 Funds)

(of 135 Funds)

(of 93 Funds)

(of 53 Funds)
Ultrashort Bond
Cadence Capital Appreciation Fund (MCFYX) I
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)

(of 800 Funds)
Large Growth
Cadence Capital Appreciation Fund (MPAFX) N
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)

(of 800 Funds)
Large Growth
Cadence Capital Appreciation Fund (MPCIX) Z
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)

(of 800 Funds)
Large Growth
Cadence Mid Cap Fund (MCMAX) N
(of 580 Funds)

(of 580 Funds)

(of 500 Funds)

(of 368 Funds)
Mid-Cap Growth
Cadence Mid Cap Fund (MCMFX) Z
(of 580 Funds)

(of 580 Funds)

(of 500 Funds)

(of 368 Funds)
Mid-Cap Growth
Cadence Mid Cap Fund (MCMYX) I
(of 580 Funds)

(of 580 Funds)

(of 500 Funds)

(of 368 Funds)
Mid-Cap Growth
Emerging Opportunities Fund (MIMFX) I
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
Emerging Opportunities Fund (MMCFX) N
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
FQ Global Risk-Balanced Fund (MMAFX) Z
(of 247 Funds)

(of 247 Funds)

(of 170 Funds)

(of 66 Funds)
Tactical Allocation
FQ Global Risk-Balanced Fund (MMASX) I
(of 247 Funds)

(of 247 Funds)

(of 170 Funds)

(of 66 Funds)
Tactical Allocation
FQ Global Risk-Balanced Fund (MMAVX) N
(of 247 Funds)

(of 247 Funds)

(of 170 Funds)

(of 66 Funds)
Tactical Allocation
FQ Tax-Managed U.S. Equity Fund (MFQTX) I
(of 1248 Funds)

(of 1248 Funds)

(of 1113 Funds)

(of 822 Funds)
Large Blend
Frontier Small Cap Growth Fund (MSSCX) I
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
Global Income Opportunity Fund (MGGBX) N
(of 312 Funds)

(of 312 Funds)

(of 247 Funds)

(of 128 Funds)
World Bond
GW&K Core Bond Fund (MBDFX) I
(of 851 Funds)

(of 851 Funds)

(of 750 Funds)

(of 538 Funds)
Intermediate-Term Bond
GW&K Enhanced Core Bond Fund (MFDYX) Z
(of 851 Funds)

(of 851 Funds)

(of 750 Funds)

(of 538 Funds)
Intermediate-Term Bond
GW&K Municipal Bond Fund (GWMIX) I
(of 256 Funds)

(of 256 Funds)

(of 224 Funds)
N/A
Muni National Interm
GW&K Municipal Bond Fund (GWMSX) S
(of 256 Funds)

(of 256 Funds)

(of 224 Funds)
N/A
Muni National Interm
GW&K Municipal Enhanced Yield Fund (GWMEX) I
(of 145 Funds)

(of 145 Funds)

(of 118 Funds)

(of 86 Funds)
High Yield Muni
Harding Loevner Frontier Emerging Markets Portfolio (HLFMX) Institutional Class I
(of 629 Funds)

(of 629 Funds)

(of 429 Funds)
N/A
Diversified Emerging Mkts
Harding Loevner Frontier Emerging Markets Portfolio (HLMOX) Investor
(of 629 Funds)

(of 629 Funds)

(of 429 Funds)
N/A
Diversified Emerging Mkts
Harding Loevner International Small Companies Portfolio (HLMRX) Institutional
(of 108 Funds)

(of 108 Funds)

(of 97 Funds)

(of 60 Funds)
Foreign Small/Mid Growth
High Yield Fund (MHHAX) N
(of 596 Funds)

(of 596 Funds)

(of 471 Funds)

(of 318 Funds)
High Yield Bond
Lake Partners LASSO Alternatives Fund* (ALSNX) N
(of 243 Funds)

(of 243 Funds)

(of 148 Funds)
N/A
Multialternative
Lake Partners LASSO Alternatives Fund* (ALSOX) I
(of 243 Funds)

(of 243 Funds)

(of 148 Funds)
N/A
Multialternative
Loomis Sayles Bond Fund* (MGBIX) I
(of 851 Funds)

(of 851 Funds)

(of 750 Funds)

(of 538 Funds)
Intermediate-Term Bond
Montag & Caldwell Balanced Fund* (MOBAX) N
(of 721 Funds)

(of 721 Funds)

(of 616 Funds)

(of 424 Funds)
Allocation--50% to 70% Equity
Montag & Caldwell Balanced Fund* (MOBIX) I
(of 721 Funds)

(of 721 Funds)

(of 616 Funds)

(of 424 Funds)
Allocation--50% to 70% Equity
Montag & Caldwell Growth Fund* (MCGFX) N
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)

(of 800 Funds)
Large Growth
Montag & Caldwell Growth Fund* (MCGIX) I
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)

(of 800 Funds)
Large Growth
Montag & Caldwell Growth Fund* (MCRGX) R
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)

(of 800 Funds)
Large Growth
River Road Dividend All Cap Value Fund* (ARIDX) I
(of 1084 Funds)

(of 1084 Funds)

(of 936 Funds)

(of 679 Funds)
Large Value
River Road Long-Short Fund* (ALSIX) I
(of 166 Funds)

(of 166 Funds)

(of 81 Funds)
N/A
Long-Short Equity
River Road Long-Short Fund* (ARLSX) N
(of 166 Funds)

(of 166 Funds)

(of 81 Funds)
N/A
Long-Short Equity
River Road Select Value Fund* (ARIMX) I
(of 625 Funds)

(of 625 Funds)

(of 537 Funds)

(of 377 Funds)
Small Blend
River Road Small Cap Value Fund* (ARSIX) I
(of 625 Funds)

(of 625 Funds)

(of 537 Funds)

(of 377 Funds)
Small Blend
River Road Small Cap Value Fund* (ARSVX) N
(of 625 Funds)

(of 625 Funds)

(of 537 Funds)

(of 377 Funds)
Small Blend
Silvercrest Small Cap Fund* (ASCTX) N
(of 625 Funds)

(of 625 Funds)

(of 537 Funds)
N/A
Small Blend
Skyline Special Equities Fund (SKSEX) N
(of 625 Funds)

(of 625 Funds)

(of 537 Funds)

(of 377 Funds)
Small Blend
Special Equity Fund (MGSEX) N
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
Special Equity Fund (MSEIX) I
(of 599 Funds)

(of 599 Funds)

(of 527 Funds)

(of 386 Funds)
Small Growth
Systematic Mid Cap Value Fund (SYAMX) N
(of 341 Funds)

(of 341 Funds)

(of 301 Funds)

(of 212 Funds)
Mid-Cap Value
Systematic Mid Cap Value Fund (SYIMX) I
(of 341 Funds)

(of 341 Funds)

(of 301 Funds)

(of 212 Funds)
Mid-Cap Value
TimesSquare All Cap Growth Fund (MTGIX) I
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)
N/A
Large Growth
TimesSquare All Cap Growth Fund (MTGSX) S
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)
N/A
Large Growth
TimesSquare All Cap Growth Fund (MTGVX) N
(of 1306 Funds)

(of 1306 Funds)

(of 1154 Funds)
N/A
Large Growth
Yacktman Focused Fund (YAFIX) I
(of 1248 Funds)

(of 1248 Funds)

(of 1113 Funds)

(of 822 Funds)
Large Blend

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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