Amg Fq Long Short Fund Quote
| FQUAX Fund | USD 21.79 0.19 0.88% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Amg Fq is trading at 21.79 as of the 25th of November 2024; that is 0.88% increase since the beginning of the trading day. The fund's open price was 21.6. Amg Fq has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Amg Fq Long Short are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. 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 large-capitalization companies. Under normal conditions, the adviser intends to invest its assets in the equity securities of a limited number of issuers. More on Amg Fq Long Short
Moving together with Amg Mutual Fund
| 0.78 | SSEIX | Amg Southernsun Equity | PairCorr |
| 0.78 | SSEFX | Amg Southernsun Equity | PairCorr |
| 0.74 | SSSFX | Amg Southernsun Small | PairCorr |
| 0.75 | SSSIX | Amg Southernsun Small | PairCorr |
Moving against Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Large Blend Funds, Large Blend, AMG Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Amg Fq Long Short [FQUAX] is traded in USA and was established 25th of November 2024. Amg Fq is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AMG Funds family. This fund currently has accumulated 33.35 M in assets under management (AUM) with minimum initial investment of 2 K. Amg Fq Long is currently producing year-to-date (YTD) return of 27.16% with the current yeild of 0.01%, while the total return for the last 3 years was 11.46%.
Check Amg Fq 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 Fq Long Short 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 Fq Long Short Mutual Fund Constituents
| FUL | H B Fuller | Stock | Materials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| EVR | Evercore Partners | Stock | Financials | |
| DS | Drive Shack | Stock | Consumer Discretionary | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| SNPS | Synopsys | Stock | Information Technology | |
| SNAP | Snap Inc | Stock | Communication Services | |
| XOM | Exxon Mobil Corp | Stock | Energy |
Amg Fq Long Risk Profiles
| Mean Deviation | 0.5182 | |||
| Semi Deviation | 0.2752 | |||
| Standard Deviation | 0.6803 | |||
| Variance | 0.4628 |
Amg Fq Against Markets
Other Information on Investing in Amg Mutual Fund
Amg Fq 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 Fq security.
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