Amg Managers Loomis Fund Quote
| MGFIX Fund | USD 21.84 0.03 0.14% |
PerformanceGood
| Odds Of DistressLow
|
Amg Managers is trading at 21.84 as of the 21st of March 2025; that is 0.14% increase since the beginning of the trading day. The fund's open price was 21.81. Amg Managers has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 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 bonds . The term bond includes any debt or fixed income securities. Up to 30 percent of its assets may be invested in below investment grade securities . More on Amg Managers Loomis
Moving against Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, AMG Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Amg Managers Loomis [MGFIX] is traded in USA and was established 21st of March 2025. Amg Managers is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of AMG Funds family. This fund now has accumulated 464.96 M in assets with no minimum investment requirementsAmg Managers Loomis is currently producing year-to-date (YTD) return of 1.98% with the current yeild of 0.01%, while the total return for the last 3 years was 0.79%.
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 Loomis 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.
Amg Managers Loomis Risk Profiles
| Mean Deviation | 0.2329 | |||
| Semi Deviation | 0.2775 | |||
| Standard Deviation | 0.2976 | |||
| Variance | 0.0886 |
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.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |