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AMG Managers Montag & Caldwell Balanced Fund

MOBIX:US
NASDAQ GM
22.31
USD
0.02
0.09%
As of 4/18/2018
Fund Type
Open-End Fund
52Wk Range
20.22 - 23.12
1 Yr Return
11.11%
YTD Return
1.30%
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Previous Close
22.33
52Wk Range
20.22 - 23.12
1 Yr Return
11.06%
YTD Return
1.30%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 04/18/2018)
22.31
Total Assets (m USD) (on 04/18/2018)
21.086
Inception Date
12/31/1998
Last Dividend (on 03/27/2018)
0.0357
Dividend Indicated Gross Yield
0.64%
Fund Managers
RONALD E CANAKARIS
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.65%
Expense Ratio
1.10%

Top Fund Holdings

Name Position Value % of Fund
3.00 k 650.10 k 3.10
10.00 k 622.90 k 2.97
6.00 k 596.40 k 2.85
4.00 k 558.08 k 2.67
9.00 k 539.28 k 2.58
2.45 k 524.30 k 2.50
4.80 k 523.92 k 2.50
2.71 k 517.77 k 2.47
12.00 k 500.76 k 2.39
5.20 k 493.48 k 2.36
Profile
AMG Managers Montag & Caldwell Balanced Fundis an open-end fund incorporated in the USA. The Fund seeks long-term total return. The Fund invests in a combination of equity, fixed income, and short-term securities with generally 50% to 70% of its total assets invested in equity securities, and 25% or more invested in fixed income securities with an "A" or better rating.
Address
AMG Funds IV
600 Steamboat Road, Suite 300
Greenwich, Connecticut 06830
Phone
-
Website
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