Amg Southernsun Equity Fund Quote
| SSEFX Fund | USD 13.98 0.14 1.01% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Amg Southernsun is trading at 13.98 as of the 24th of April 2024; that is 1.01% increase since the beginning of the trading day. The fund's open price was 13.84. Amg Southernsun has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Amg Southernsun Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of May 2022 and ending today, the 24th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. companies. The Adviser seeks to achieve the funds investment objective by investing primarily in common stocks of small to middle capitalization U.S. More on Amg Southernsun Equity
Moving together with Amg Mutual Fund
| 1.0 | SSEIX | Amg Southernsun Equity | PairCorr |
| 0.94 | FQUAX | Amg Fq Long | PairCorr |
| 0.99 | SSSFX | Amg Southernsun Small | PairCorr |
| 0.99 | SSSIX | Amg Southernsun Small | PairCorr |
| 0.92 | BRWIX | Amg Managers Brandywine | PairCorr |
| 0.75 | MMCFX | Amg Managers Emerging | PairCorr |
Amg Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Amg Southernsun's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Amg Southernsun or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | AMG Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, AMG Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of February 2021 |
| Fiscal Year End | September |
Amg Southernsun Equity [SSEFX] is traded in USA and was established 24th of April 2024. Amg Southernsun is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of AMG Funds family. This fund at this time has accumulated 45.95 M in assets with minimum initial investment of 2 K. Amg Southernsun Equity is currently producing year-to-date (YTD) return of 1.76% with the current yeild of 0.0%, while the total return for the last 3 years was 4.91%.
Check Amg Southernsun Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Amg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Amg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Amg Southernsun Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Amg Southernsun Equity Mutual Fund Constituents
| WU | Western Union Co | Stock | Information Technology |
| KN | Knowles Cor | Stock | Information Technology |
| MUSA | Murphy USA | Stock | Consumer Discretionary |
| BCO | Brinks Company | Stock | Industrials |
| AWI | Armstrong World Industries | Stock | Industrials |
| WRK | WestRock Co | Stock | Materials |
| TRN | Trinity Industries | Stock | Industrials |
Amg Southernsun Target Price Odds Analysis
Based on a normal probability distribution, the odds of Amg Southernsun jumping above the current price in 90 days from now is about 32.84%. The Amg Southernsun Equity probability density function shows the probability of Amg Southernsun mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.4601. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Amg Southernsun will likely underperform. Additionally, amg Southernsun Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Amg Southernsun to move above the current price in 90 days from now is about 32.84 (This Amg Southernsun Equity probability density function shows the probability of Amg Mutual Fund to fall within a particular range of prices over 90 days) .
Amg Southernsun Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Amg Southernsun market risk premium is the additional return an investor will receive from holding Amg Southernsun long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Amg Southernsun. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Amg Southernsun's alpha and beta are two of the key measurements used to evaluate Amg Southernsun's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8317 | |||
| Semi Deviation | 1.05 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.11 |
Amg Southernsun Against Markets
Picking the right benchmark for Amg Southernsun mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Amg Southernsun mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Amg Southernsun is critical whether you are bullish or bearish towards Amg Southernsun Equity at a given time. Please also check how Amg Southernsun's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Amg Southernsun without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Amg Mutual Fund?
Before investing in Amg Southernsun, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Amg Southernsun. To buy Amg Southernsun fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Amg Southernsun. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Amg Southernsun fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Amg Southernsun Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Amg Southernsun Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Amg Southernsun Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Amg Southernsun Equity?
The danger of trading Amg Southernsun Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Amg Southernsun is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Amg Southernsun. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Amg Southernsun Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Amg Southernsun Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Amg Southernsun Equity information on this page should be used as a complementary analysis to other Amg Southernsun's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.