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AMG River Road Large Cap Value Select I (MEQFX)
20.84
+0.34
(+1.66%)
At close: 8:07:13 PM EST
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. Under normal conditions, the adviser intends to invest its assets in the equity securities of a limited number of issuers. The fund invests primarily in equity securities that Subadviser believes are undervalued, including common stock, foreign securities and real estate investment trusts (“REITs”). It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.73% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 26 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 4.38% |
| 5y Average Return | 9.60% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.59 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
MEQFX | Category Average | MEQFX | Category Average | MEQFX | Category Average |
|
Alpha
|
-1.77 | -0.01 | -1.18 | -0.01 | -0.2 | -0.01 |
|
BETA
|
0.59 | 0.01 | 0.72 | 0.01 | 0.62 | 0.01 |
|
Mean Annual Return
|
1.05 | 0.01 | 0.78 | 0.01 | 0.84 | 0.01 |
|
R-squared
|
41.45 | 0.94 | 64.92 | 0.95 | 55.81 | 0.95 |
|
Standard Deviation
|
11.87 | 0.17 | 14.24 | 0.19 | 13.09 | 0.15 |
|
Sharpe Ratio
|
0.68 | 0 | 0.38 | 0.01 | 0.58 | 0.01 |
|
Treynor Ratio
|
13.42 | 0.03 | 6.56 | 0.1 | 11.41 | 0.1 |
