MBEYX Mutual Fund

NAV$12.04

Fund Essentials

Net Assets
-
Expense Ratio
0.82%
Dividend Yield (Current)
1.91%
Holdings
3
Inception Date
Jan 2, 1997
Fund Family
AMG Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+0.26%
1 Year+0.78%
3 Year-5.32%
5 Year+2.18%
10 Year+4.76%

Asset Allocation

Bonds: 0.02%
Cash: 99.98%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.91%
Frequency
Annually
Latest Distribution
$0.47
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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MBEYX Mutual Fund Overview

MBEYX Mutual Fund (AMG GW&K Global Allocation Fund Class Z) is managed by AMG Funds. MBEYX expense ratio is 0.82%, holding 3 positions across various sectors. Inception date: 1997-01-02.

MBEYX performance shows a YTD return of 0.26%. The 1-year return is 0.78% and the 5-year return is 2.18%. MBEYX dividend yield stands at 1.91%, paid annually.

MBEYX top holdings include a diversified portfolio. View all MBEYX holdings, sector breakdown, or dividend history.

MBEYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MBEYX alternatives are available via the screener, along with tax-loss harvesting opportunities.