Disclosures
Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. For this and other information, call 800.548.4539 or download a free prospectus. Please read the prospectus carefully before investing or sending money.
Past performance is no guarantee of future results
The Fund is exposed to the risks associated with investing in fixed income securities, including the risk of default and fluctuations in perceptions of an obligor’s ability to pay its creditors. Fluctuations in interest rates may adversely affect the value of an investment. Increases in interest rates typically cause bonds and other fixed-income securities to decline in value. High-yield fixed income securities (also known as “junk bonds”) may be subject to greater interest rate, credit and liquidity risks than investments in higher-rated securities. These securities are considered to be primarily speculative with respect to the issuer’s ability to continue making principal and interest payments. Issuers of the Fund’s holdings may be involved in bankruptcy proceedings, reorganizations or financial restructurings and are not as financially strong as higher-rated issuers.
The Fund may invest in derivative instruments such as options and futures, but the complexities and rapidly changing structures of the derivatives markets may increase the potential for market losses.
Investing in foreign securities involves certain risks inherent in investing abroad, such as fluctuations in currency exchange rates and changes in political and economic conditions, which may result in significant market fluctuations. These risks are magnified in emerging markets.
The Fund is subject to the risks associated with investing in mid-sized companies, including greater price volatility, lower trading volume and less liquidity than stocks of larger, more established companies.
The Fund is subject to risks associated with investing in small-cap companies, including volatile earnings patterns, competitive conditions, limited earnings history and reliance on one or a limited number of products.
A Fund may incur significant losses on assets sold short. Unlike losses that may be incurred on purchased securities, there are no limits on the amount of loss that a Fund may incur on appreciation securities sold short.
A significant portion of the Fund’s holdings may be concentrated in a small number of securities, which may subject the Fund to greater risk than a more diversified fund.
Companies conducting similar businesses may be similarly affected by particular economic or market events. If the Fund has significant holdings in a particular sector, it will be subject to increased risks associated with that sector.
The market value of investments held by the Fund may decline rapidly or unpredictably in response to various economic or political factors, market conditions, disasters or public health issues, or events affecting particular industries or companies.
The Fund invests in value stocks, which may perform differently from the overall market and may be undervalued by the market over long periods of time.
The Russell 1000® Index measures the performance of approximately 1,000 leading securities based on a combination of market capitalization and current index constituents. The Russell 1000® represents approximately 92% of the U.S. market.
The Russell 1000® Value Index is a market-capitalization weighted index of value-oriented stocks that measures the performance of Russell 1000® companies with low price-to-book multiples and low forecast growth values.
The S&P 500® Index is a market capitalization weighted index of 500 stocks. The S&P 500 Index is designed to measure the performance of the broad national economy through the change in the combined market value of 500 stocks representing all major industries.
Unlike funds, indexes are unmanaged, not available for investment and do not incur expenses.
Any sectors, industries or securities discussed should not be perceived as investment recommendations. The securities discussed may no longer be held in the Fund’s portfolio. It should not be assumed that any of the securities transactions discussed have been or will prove profitable or that any investment recommendations made by the Company in the future will be profitable.
AMG Funds are distributed by AMG Distributors, Inc., member FINRA/SIPC.
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