Amg Southernsun Equity Fund Quote
| SSEIX Fund | USD 15.58 0.16 1.04% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Amg Southernsun is trading at 15.58 as of the 25th of November 2024; that is 1.04 percent increase since the beginning of the trading day. The fund's open price was 15.42. Amg Southernsun has about a 20 % 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. Equity ratings for Amg Southernsun Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 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 assets in equity securities of U.S. companies. The Adviser seeks to achieve the funds investment objective by investing primarily in common stocks of small to middle capitalization U.S. More on Amg Southernsun Equity
Moving together with Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, AMG Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2021 |
| Fiscal Year End | September |
Amg Southernsun Equity [SSEIX] is traded in USA and was established 25th of November 2024. Amg Southernsun is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of AMG Funds family. This fund at this time has accumulated 45.95 M in assets with no minimum investment requirementsAmg Southernsun Equity is currently producing year-to-date (YTD) return of 14.98% with the current yeild of 0.0%, while the total return for the last 3 years was 9.93%.
Check Amg Southernsun 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 Southernsun Equity 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 Southernsun Equity Mutual Fund Constituents
| WU | Western Union Co | Stock | Financials | |
| KN | Knowles Cor | Stock | Information Technology | |
| BCO | Brinks Company | Stock | Industrials | |
| AWI | Armstrong World Industries | Stock | Industrials | |
| WRK | WestRock Co | Stock | Materials | |
| UNVR | Univar Inc | Stock | Industrials | |
| TRN | Trinity Industries | Stock | Industrials | |
| TKR | Timken Company | Stock | Industrials |
Amg Southernsun Equity Risk Profiles
| Mean Deviation | 0.8336 | |||
| Semi Deviation | 0.9096 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 |
Amg Southernsun Against Markets
Other Information on Investing in Amg Mutual Fund
Amg Southernsun 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 Southernsun security.
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