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15 important things you should know about AMG Funds SKSEX mutual fund

Updated: September 11, 2020
43
Bull Case
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 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. How many up and down years did SKSEX have historically?
  5. What is SKSEX dividend yield?
  6. What is SKSEX minimum initial investment amount?
  7. What is SKSEX expense ratio?
  8. Does SKSEX have any sales loads or 12b-1 distribution expenses?
  9. What is SKSEX tax efficiency (tax-cost ratio)?
  10. What is SKSEX beta? How would you assess SKSEX risk?
  11. What is SKSEX Sharpe ratio?
  12. What is SKSEX Finny Score? SKSEX buy or sell?
  13. What are the pros of investing in SKSEX? What are SKSEX buy reasons?
  14. 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 55 stock holdings and 0 bond holdings.

The top 10 holdings represent 24.24% of total assets. Here are the top holdings:

Name Symbol % Assets
Sanmina Corp SANM 2.85%
Gibraltar Industries Inc ROCK 2.65%
Kemper Corp KMPR 2.51%
TriMas Corp TRS 2.46%
First Busey Corp BUSE 2.39%
Silicon Motion Technology Corp ADR SIMO 2.36%
Ferro Corp FOE 2.31%
Knowles Corp KN 2.30%
BMC Stock Holdings Inc BMCH 2.25%
Benchmark Electronics Inc BHE 2.16%

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

SKSEX has generated the following returns:

  • 1-month return is 3.44%;
  • 3-month return is 3.31%;
  • 1-year return is -2.45%;
  • 3-year return is -2.11%;
  • 5-year return is 2.22%;
  • 10-year return is 9.28%;
  • 15-year return is 6.33%.

4. How many up and down years did SKSEX have historically?

In the last 10 years, SKSEX had 7 up years and 3 down years.

5. What is SKSEX dividend yield?

SKSEX yield is 0.25%.

6. What is SKSEX minimum initial investment amount?

SKSEX minimum initial investment amount is $3.00K.

7. What is SKSEX expense ratio?

SKSEX expense ratio is 1.18%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. 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.

9. What is SKSEX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.62%;
  • 3-year ax cost ratio is 2.25%.

10. What is SKSEX beta? How would you assess SKSEX risk?

  • 3-year beta is 1.46;
  • 5-year beta is 1.41;
  • 10-year beta is 1.37;
  • 15-year beta is 1.33.

11. What is SKSEX Sharpe ratio?

  • 3-year Sharpe ratio is -0.11;
  • 5-year Sharpe ratio is 0.03;
  • 10-year Sharpe ratio is 0.49;
  • 15-year Sharpe ratio is 0.33.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 43. Our quantitative analysis shows 3 reasons to buy and 4 reasons to sell it, resulting in the Finny Score of 43.

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

The following are SKSEX strengths from our perspective:

  • SKSEX 10-year return is 9.28%, which is higher than the 10-year return of the benchmark index (Russell 2000 Value TR USD), 8.05%.
  • SKSEX 15-year return is 6.33%, which is higher than the 15-year return of the benchmark index (Russell 2000 Value TR USD), 5.3%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are SKSEX weaknesses from our perspective:

  • SKSEX net assets are $359.70 million. This fund is not a popular choice with retail investors.
  • SKSEX 3-year return is -2.11%, which is lower than the 3-year return of the benchmark index (Russell 2000 Value TR USD), -1.51%.
  • SKSEX 5-year return is 2.22%, which is lower than the 5-year return of the benchmark index (Russell 2000 Value TR USD), 4.92%.
  • SKSEX expense ratio is 1.18%, 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.
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