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MECAX AMG Managers Cadence Emerging Cos S

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Fund MECAX AMG Managers Cadence Emerging Cos S
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Similarity
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100%
Annual Fees
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$174.21
(1.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$30,981.34
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 16.01%
3 YR 9.63%
5 YR 16.89%
10 YR 8.90%
Description
The investment seeks long-term growth of capital. The fund primarily invests at least 80% of its net assets in "emerging companies." It will invest at least 80% of its net assets, under normal circumstances, in U.S. companies with market capitalizations within the range of the Russell Microcap® Index and the Russell 2000® Index. The fund may invest a portion of its assets in real estate investment trusts (REITs).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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