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Amg Chicago Equity Partners Bala: (MF: MBEAX)
(MF) As of Jul 25, 2014 06:05 PM ET
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Zacks MF Rank : 3 - Hold
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Jun 30, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 6/30/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 6/30/2014
% of Portfolio
Top Equity Holdings
(As of 3/31/2014) % of Portfolio
EXXON MOBIL CORP
GILEAD SCIENCES INC
HOME DEPOT INC
WADDELL & REED FINANCIAL 0.83
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Amg Chicago Equity Partners Bala MBEAX
%Max Sales Load
%Min Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in January 1997 and is managed by Affiliated Managers Group, Inc. The fund seeks high total investment return, consistent with preservation of capital and prudent investment risk. The fund invests 50-65% of its total assets in equity securities of medium and large-sized U.S. companies, and the remainder is invested in bonds and other fixed-income securities, as well as cash or cash equivalents. The fund distributes dividends quarterly and capital gains annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
performance for information about the performance numbers displayed above.
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