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

Updated: September 11, 2020
29
Bull Case
  • 10-year return above the benchmark
  • 15-year return above the benchmark
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

  1. Describe AMG Funds: AMG SouthernSun Small Cap Fund; Class N Shares (SSSFX).
  2. What are SSSFX holdings?
  3. What is SSSFX performance? What are SSSFX historical returns?
  4. How many up and down years did SSSFX have historically?
  5. What is SSSFX dividend yield?
  6. What is SSSFX minimum initial investment amount?
  7. What is SSSFX expense ratio?
  8. Does SSSFX have any sales loads or 12b-1 distribution expenses?
  9. What is SSSFX tax efficiency (tax-cost ratio)?
  10. What is SSSFX beta? How would you assess SSSFX risk?
  11. What is SSSFX Sharpe ratio?
  12. What is SSSFX Finny Score? SSSFX buy or sell?
  13. What are the pros of investing in SSSFX? What are SSSFX buy reasons?
  14. What are the cons of investing in SSSFX? What are SSSFX sell reasons?

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

Fact Sheet

1. Describe AMG Funds: AMG SouthernSun Small Cap Fund; Class N Shares (SSSFX).

The Fund seeks its objective by investing primarily in common stocks of U.S. companies within the capitalization range of companies in the Russell 2000 Index. Under normal market conditions, the Fund invests at least 80% of its assets measured at the time of purchase in small cap securities.

2. What are SSSFX top holdings?

SSSFX has 21 stock holdings and 0 bond holdings.

The top 10 holdings represent 50.94% of total assets. Here are the top holdings:

Name Symbol % Assets
Darling Ingredients Inc DAR 6.58%
Dycom Industries Inc DY 5.65%
The Brink's Co BCO 5.56%
Hill-Rom Holdings Inc HRC 5.42%
The Timken Co TKR 5.20%
AGCO Corp AGCO 5.15%
Belden Inc BDC 4.85%
Sanderson Farms Inc SAFM 4.25%
Extended Stay America Inc STAY 4.16%
Trinity Industries Inc TRN 4.12%

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

SSSFX has generated the following returns:

  • 1-month return is 4.58%;
  • 3-month return is 8.69%;
  • 1-year return is 11.79%;
  • 3-year return is 0.39%;
  • 5-year return is 4.74%;
  • 10-year return is 9.76%;
  • 15-year return is 7.43%.

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

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

5. What is SSSFX dividend yield?

SSSFX yield is 0.05%.

6. What is SSSFX minimum initial investment amount?

SSSFX minimum initial investment amount is $3.00K.

7. What is SSSFX expense ratio?

SSSFX expense ratio is 1.22%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does SSSFX have any sales loads or 12b-1 distribution expenses?

SSSFX 12b-1 distribution fee is 0.25. SSSFX front-end sales load is 0. SSSFX back-end sales load is 0.

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

  • 1-year ax cost ratio is 1.23%;
  • 3-year ax cost ratio is 0.78%.

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

  • 3-year beta is 1.37;
  • 5-year beta is 1.36;
  • 10-year beta is 1.37;
  • 15-year beta is 1.37.

11. What is SSSFX Sharpe ratio?

  • 3-year Sharpe ratio is -0.06;
  • 5-year Sharpe ratio is 0.01;
  • 10-year Sharpe ratio is 0.51;
  • 15-year Sharpe ratio is 0.37.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 29. Our quantitative analysis shows 2 reasons to buy and 5 reasons to sell it, resulting in the Finny Score of 29.

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

The following are SSSFX strengths from our perspective:

  • SSSFX 10-year return is 9.76%, which is in line with the 10-year return of the benchmark index (Russell 2000 TR USD), 10.6%.
  • SSSFX 15-year return is 7.43%, which is higher than the 15-year return of the benchmark index (Russell 2000 TR USD), 7.21%.

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

The following are SSSFX weaknesses from our perspective:

  • SSSFX net assets are $42.60 million. This fund is not a popular choice with retail investors.
  • SSSFX 3-year return is 0.39%, which is lower than the 3-year return of the benchmark index (Russell 2000 TR USD), 4.23%.
  • SSSFX 5-year return is 4.74%, which is lower than the 5-year return of the benchmark index (Russell 2000 TR USD), 7.72%.
  • SSSFX expense ratio is 1.22%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the SSSFX review, we covered SSSFX 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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