Amg Managers Cadence Fund Quote

MECIX Fund  USD 48.35  0.10  0.21%   

Performance

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Amg Managers is trading at 48.35 as of the 26th of November 2024; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 48.25. 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. Equity ratings for Amg Managers Cadence are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of September 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity securities issued by foreign, small market capitalization companies. Under normal circumstances, it invests at least 40 percent of its net assets in investments economically tied to countries other than the U.S., and the fund will hold investments economically tied to a minimum of three countries other than the U.S.. More on Amg Managers Cadence

Moving against Amg Mutual Fund

  0.6GWEIX Amg Gwk SmallPairCorr
  0.6GWETX Amg Gwk SmallPairCorr
  0.6GWEZX Amg Gwk SmallPairCorr
  0.59FQUAX Amg Fq LongPairCorr
  0.57GWGIX Amg Gwk SmallmidPairCorr
  0.57GWGVX Amg Gwk SmallmidPairCorr

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, AMG Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of October 2022
Fiscal Year EndMay
Amg Managers Cadence [MECIX] is traded in USA and was established 26th of November 2024. Amg Managers is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of AMG Funds family. This fund now has accumulated 36.79 M in assets with minimum initial investment of 100 K. Amg Managers Cadence is currently producing year-to-date (YTD) return of 3.11% with the current yeild of 0.01%, while the total return for the last 3 years was -3.5%.
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 Cadence 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 Cadence Mutual Fund Constituents

CVGICommercial Vehicle GroupStockIndustrials
CASHMeta Financial GroupStockFinancials
BLFSBioLife SolutionsStockHealth Care
TPBTurning Point BrandsStockConsumer Staples
TPICTPI CompositesStockIndustrials
BEATHeartbeamStockHealth Care
BCORBlucoraStockFinancials
LHCGLHC GroupStockHealth Care
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Amg Managers Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
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Amg Managers Cadence Risk Profiles

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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