9 important things you should know about AMG Funds SKSEX mutual fund
Updated: December 03, 2021
Bull case
3-year return above the benchmark
5-year return above the benchmark
10-year return above the benchmark
15-year return above the benchmark
No sales load or distribution fees
Bear case
Low net assets
High expense ratio

Before we start: if you’re looking for SKSEX “stock” price, you can quickly find it out by visiting Finny and typing "SKSEX quote". If you’re looking for a quick scoop on SKSEX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "SKSEX". You’ll get all this info in one place.

Are you looking to buy or sell SKSEX? Or perhaps you’re looking for SKSEX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this SKSEX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: SKSEX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: SKSEX buy or sell; the pros and cons of investing in SKSEX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to SKSEX.

And here is the list of questions we’ll answer:

  1. Describe AMG Funds: AMG Managers Skyline Special Equities Fund; Class N Shares (SKSEX).
  2. What are SKSEX holdings?
  3. What is SKSEX performance? What are SKSEX historical returns?
  4. What is SKSEX dividend yield?
  5. What is SKSEX minimum initial investment amount?
  6. Does SKSEX have any sales loads or 12b-1 distribution expenses?
  7. What is SKSEX Finny Score? SKSEX buy or sell?
  8. What are the pros of investing in SKSEX? What are SKSEX buy reasons?
  9. What are the cons of investing in SKSEX? What are SKSEX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AMG Funds: AMG Managers Skyline Special Equities Fund; Class N Shares (SKSEX).

The Fund seeks maximum capital appreciation primarily through investment in common stocks that the adviser considers under valued.

2. What are SKSEX top holdings?

SKSEX has 63 stock holdings and 0 bond holdings.

The top 10 holdings represent 21.80% of total assets. Here are the top holdings:

Name Symbol % Assets
BMC Stock Holdings Inc BMCH 2.44%
Essent Group Ltd ESNT 2.43%
Orion Engineered Carbons SA OEC.DE 2.36%
Dine Brands Global Inc DIN 2.16%
Hillenbrand Inc HI 2.15%
The Shyft Group Inc SHYF 2.10%
Acadia Healthcare Co Inc ACHC 2.07%
Minerals Technologies Inc MTX 2.06%
UMB Financial Corp UMBF 2.02%
Focus Financial Partners Inc Class A FOCS 2.01%

3. What is SKSEX performance? What are SKSEX historical returns?

SKSEX has generated the following returns:

  • 1-month return is -1.22%;
  • 3-month return is 6.34%;
  • 1-year return is 6.34%;
  • 3-year return is 15.02%;
  • 5-year return is 9.31%;
  • 10-year return is 13.97%;
  • 15-year return is 8.37%.

4. What is SKSEX dividend yield?

SKSEX yield is 0.39%.

5. What is SKSEX minimum initial investment amount?

SKSEX minimum initial investment amount is $3.00K.

6. Does SKSEX have any sales loads or 12b-1 distribution expenses?

SKSEX 12b-1 distribution fee is 0. SKSEX front-end sales load is 0. SKSEX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

8. What are the pros of investing in SKSEX? What are SKSEX buy reasons?

The following are SKSEX strengths from our perspective:

  • SKSEX 3-year return is 15.02%, which is higher than the 3-year return of the benchmark index (Russell 2000 Value TR USD), 13.01%.
  • SKSEX 5-year return is 9.31%, which is in line with the 5-year return of the benchmark index (Russell 2000 Value TR USD), 9.41%.
  • SKSEX 10-year return is 13.97%, which is higher than the 10-year return of the benchmark index (Russell 2000 Value TR USD), 13.16%.
  • SKSEX 15-year return is 8.37%, which is higher than the 15-year return of the benchmark index (Russell 2000 Value TR USD), 7.11%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in SKSEX? What are SKSEX negatives?

The following are SKSEX weaknesses from our perspective:

  • SKSEX net assets are $226.20 million. This fund is not a popular choice with retail investors.
  • SKSEX expense ratio is 1.17%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the SKSEX review, we covered SKSEX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.