Amg Southernsun Equity Fund Quote
| SSEIX Fund | USD 11.69 0.19 1.60% |
PerformanceVery Weak
| Odds Of DistressLow
|
Amg Southernsun is trading at 11.69 as of the 22nd of March 2025; that is 1.6 percent decrease since the beginning of the trading day. The fund's open price was 11.88. Amg Southernsun has about a 23 % 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. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. 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
| 0.99 | SSSFX | Amg Southernsun Small | PairCorr |
| 0.86 | GWETX | Amg Gwk Small | PairCorr |
| 0.89 | ARIMX | Amg River Road | PairCorr |
| 0.92 | ARSMX | Amg River Road | PairCorr |
Moving against Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Small Blend Funds, Small Blend, AMG Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of February 2021 |
| Fiscal Year End | September |
Amg Southernsun Equity [SSEIX] is traded in USA and was established 22nd of March 2025. Amg Southernsun is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Small 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 2.26%, while the total return for the last 3 years was 4.98%.
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 | |
| TRN | Trinity Industries | Stock | Industrials | |
| TKR | Timken Company | Stock | Industrials | |
| THO | Thor Industries | Stock | Consumer Discretionary | |
| PII | Polaris Industries | Stock | Consumer Discretionary |
Amg Southernsun Equity Risk Profiles
| Mean Deviation | 1.07 | |||
| Standard Deviation | 2.04 | |||
| Variance | 4.16 | |||
| Risk Adjusted Performance | (0.15) |
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.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |