|S&P MidCap 400 Index||14.49||2.59||11.24||8.29||16.28||11.70|
|Russell Midcap® Index||16.54||6.47||11.82||8.81||16.88||10.93|
The Fund seeks long-term total return through capital appreciation by investing primarily in common and preferred stocks and convertible securities.
Co-Founder, Chief Executive Officer, Chief Investment Officer, and Portfolio ManagerRead Full Bio
Co-Founder and Portfolio ManagerRead Full Bio
Portfolio ManagerRead Full Bio
Co-Founder, Co-Chief Executive Officer and Portfolio ManagerRead Full Bio
|Ex-Date||Total Distribution||Income||Short-term Cap Gains||Long-term Cap Gains|
|Mar 14, 1997||$0.008400||$0.008400||—||—|
|Dec 13, 1996||$1.201200||$0.013600||$0.395200||$0.792400|
|Sep 13, 1996||$0.015100||$0.015100||—||—|
|Jun 14, 1996||$0.009400||$0.009400||—||—|
|Dec 15, 1995||$0.708100||$0.008100||$0.700000||—|
|Sep 15, 1995||$0.017000||$0.017000||—||—|
|Jun 16, 1995||$0.016000||$0.016000||—||—|
|Mar 10, 1995||$0.022000||$0.022000||—||—|
|Dec 16, 1994||$0.050000||$0.050000||—||—|
|Molson Coors Brewing Co, Class B||3.28%|
|Northern Trust Corp||2.93%|
|Juniper Networks Inc||2.83%|
|Werner Enterprises Inc||2.79%|
|% in Top 10 Holdings||31.36%|
The Fund invests at least 80% of its assets in stocks of mid-cap companies, defined as being within the capitalization range of the Russell Midcap® Index. Fairpointe identifies these companies by utilizing a fundamental bottom-up approach to filter the number of securities they follow down to the 45-50 securities typically held in the Fund. This proprietary valuation model focuses on mid cap companies with an improving revenue and earnings growth outlook.
Fairpointe Capital manages mid cap and all cap equity strategies for institutions and individuals. The Firm employs a disciplined fundamental bottom-up process to select companies that are inefficiently priced relative to their growth outlook.Learn More
The Portfolio seeks long-term capital appreciation through investments in equity securities of companies based outside the United States.
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Discover how AMG Funds brings more than 100 products from over 30 independent boutiques together under one flag.Learn More About AMG Funds
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