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Amg Chicago Equity Partners Bala: (MF: MBEAX)
(MF) As of Jan 22, 2015 06:05 PM ET
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Zacks MF Rank : 1 - Strong Buy
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 Dec 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 12/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 12/31/2014
% of Portfolio
Top Equity Holdings
(As of 9/30/2014) % of Portfolio
GILEAD SCIENCES INC
WALT DISNEY CO
ELECTRONIC ARTS INC
EXXON MOBIL CORP
CHIPOTLE MEXICAN GRILL IN 0.74
ALEXION PHARMACEUTICALS I 0.73
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Amg Chicago Equity Partners Bala MBEAX
%Max 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.
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