STMBX Mutual Fund (AMG Systematica Trend-Enhanced Markets Fund Class N) is managed by AMG Funds. STMBX expense ratio is 1.52%, holding 69 positions across various sectors. Inception date: 2025-03-31.

STMBX performance shows a YTD return of 8.47%. The 1-year return is 29.53%. STMBX dividend yield stands at 13.65%, paid annually.

STMBX top holdings include Bny Mellon, National Association (55.2%), Cdscmbx (0.3%), Copper (0.3%), Japan 10Y Bond(Ose) (0.2%), JPY/USD Forward (0.1%). View all STMBX holdings, sector breakdown, or dividend history.

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