Amg Fq Long Short Fund Quote
| FQUAX Fund | USD 21.16 0.15 0.71% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Amg Fq is trading at 21.16 as of the 30th of January 2025; that is 0.71% increase since the beginning of the trading day. The fund's open price was 21.01. Amg Fq has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of March 2023 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 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
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Large Blend Funds, Large Blend, AMG Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Amg Fq Long Short [FQUAX] is traded in USA and was established 30th of January 2025. 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 4.99% with the current yeild of 0.01%, while the total return for the last 3 years was 13.63%.
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
| COP | ConocoPhillips | Stock | Energy | |
| CCK | Crown Holdings | Stock | Materials | |
| EVTC | Evertec | Stock | Financials | |
| APLE | Apple Hospitality REIT | Stock | Real Estate | |
| HE | Hawaiian Electric Industries | Stock | Utilities | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| LC | LendingClub Corp | Stock | Financials | |
| CHE | Chemed Corp | Stock | Health Care |
Amg Fq Long Risk Profiles
| Mean Deviation | 0.5798 | |||
| Semi Deviation | 0.9253 | |||
| Standard Deviation | 0.8527 | |||
| Variance | 0.7271 |
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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