Amg Managers Fairpointe Fund Quote
| CHTTX Fund | USD 21.06 0.23 1.10% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Amg Managers is trading at 21.06 as of the 30th of January 2025; that is 1.10 percent up since the beginning of the trading day. The fund's open price was 20.83. Amg Managers has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 30th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of mid-capitalization companies. The adviser currently considers mid-cap companies to be those with market capitalizations at the time of acquisition within the capitalization range of the Russell Midcap Index.. More on Amg Managers Fairpointe
Moving together with Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, AMG Funds, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Amg Managers Fairpointe [CHTTX] is traded in USA and was established 30th of January 2025. Amg Managers is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of AMG Funds family. This fund currently has accumulated 325.53 M in assets under management (AUM) with no minimum investment requirementsAmg Managers Fairpointe is currently producing year-to-date (YTD) return of 3.62% with the current yeild of 0.0%, while the total return for the last 3 years was 11.92%.
Check Amg Managers Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Amg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Amg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Amg Managers Fairpointe Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Amg Managers Fairpointe Mutual Fund Constituents
| ARES | Ares Management LP | Stock | Financials | |
| SCHL | Scholastic | Stock | Communication Services | |
| WAB | Westinghouse Air Brake | Stock | Industrials | |
| NATI | National Instruments | Stock | Information Technology | |
| CNNE | Cannae Holdings | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| CHKP | Check Point Software | Stock | Information Technology | |
| KKR | KKR Co LP | Stock | Financials |
Amg Managers Fairpointe Risk Profiles
| Mean Deviation | 0.7574 | |||
| Standard Deviation | 1.72 | |||
| Variance | 2.96 | |||
| Risk Adjusted Performance | (0.04) |
Amg Managers Against Markets
Other Information on Investing in Amg Mutual Fund
Amg Managers financial ratios help investors to determine whether Amg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Amg with respect to the benefits of owning Amg Managers security.
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