STMBX Mutual Fund
STMBX Mutual Fund
STMBX Mutual Fund
AMG Systematica Trend-Enhanced Markets Fund Class N
STMBX Mutual Fund Overview
STMBX Mutual Fund (AMG Systematica Trend-Enhanced Markets Fund Class N) is managed by AMG Funds. STMBX expense ratio is 1.52%, holding 356 positions across various sectors. Inception date: 2025-03-31.
STMBX performance shows a YTD return of 11.57%. The 1-year return is 27.40%. STMBX dividend yield stands at 13.27%, paid annually.
STMBX top holdings include Ficc (46.3%), E-mini S&p 500 Futures (0.5%), Primary Aluminium (0.3%), Set50 Index Futures (0.1%), Grade A Copper (0.1%). Go to all STMBX holdings, STMBX sectors, or STMBX dividends.
STMBX can be compared against other funds. Use STMBX overlap to find shared positions, or STMBX vs another fund for a side-by-side view. STMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.