STMIX Mutual Fund
STMIX Mutual Fund
AMG Systematica Trend-Enhanced Markets Fund Class I
STMIX Mutual Fund Overview
STMIX Mutual Fund (AMG Systematica Trend-Enhanced Markets Fund Class I) is managed by AMG Funds. STMIX expense ratio is 1.22%, holding 69 positions across sectors including Other. Inception date: 2025-03-31.
STMIX performance shows a YTD return of 8.47%. The 1-year return is 29.53%. STMIX dividend yield stands at 13.65%, paid annually.
STMIX top holdings include Scripps Escrow Ii Inc 3.88 01/15/2029 (55.2%), Sugar #11 (World) (0.3%), Copper (0.3%), Japan 10Y Bond(Ose) (0.2%), JPY/USD Forward (0.1%). View all STMIX holdings, sector breakdown, or dividend history.
STMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.