AMG Funds

Morningstar™ Rated Funds

The following mutual funds have recently received Morningstar risk-adjusted return ratings of five, four or three stars.

Morningstar gives its ratings of five, four and three stars to the top 10%, next 22.5% and the next 35%, respectively, of all funds based on their risk-adjusted returns. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics.

Click on the fund name for more details.

Morningstar Overall Risk-Adjusted Return Ratings as of December 31, 2016

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Fund Name Share Class Overall Rating 3 Years 5 Years 10 Years Category
Amundi Intermediate Government Fund* (MGIDX) S
(of 255 Funds)

(of 255 Funds)

(of 240 Funds)

(of 176 Funds)
Intermediate Government
Cadence Emerging Companies Fund (MECAX) S
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
Cadence Emerging Companies Fund (MECIX) I
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
Chicago Equity Partners Balanced Fund (MBEYX) Z
(of 710 Funds)

(of 710 Funds)

(of 606 Funds)

(of 419 Funds)
Allocation--50% to 70% Equity
DoubleLine Core Plus Bond Fund* (ADLIX) I
(of 869 Funds)

(of 869 Funds)

(of 759 Funds)
N/A
Intermediate-Term Bond
Renaissance Large Cap Growth Fund (MRLIX) Z
(of 1315 Funds)

(of 1315 Funds)

(of 1154 Funds)
N/A
Large Growth
Renaissance Large Cap Growth Fund (MRLSX) I
(of 1315 Funds)

(of 1315 Funds)

(of 1154 Funds)
N/A
Large Growth
TimesSquare International Small Cap Fund (TCMIX) I
(of 107 Funds)

(of 107 Funds)
N/A
N/A
Foreign Small/Mid Growth
TimesSquare International Small Cap Fund (TCMPX) S
(of 107 Funds)

(of 107 Funds)
N/A
N/A
Foreign Small/Mid Growth
CenterSquare Real Estate Fund* (MRESX) S
(of 235 Funds)

(of 235 Funds)

(of 208 Funds)

(of 136 Funds)
Real Estate
Chicago Equity Partners Balanced Fund (MBEAX) N
(of 710 Funds)

(of 710 Funds)

(of 606 Funds)

(of 419 Funds)
Allocation--50% to 70% Equity
Chicago Equity Partners Balanced Fund (MBESX) I
(of 710 Funds)

(of 710 Funds)

(of 606 Funds)

(of 419 Funds)
Allocation--50% to 70% Equity
DoubleLine Core Plus Bond Fund* (ADBLX) N
(of 869 Funds)

(of 869 Funds)

(of 759 Funds)
N/A
Intermediate-Term Bond
Emerging Opportunities Fund (MIMFX) I
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
Fairpointe Mid Cap Fund* (ABMIX) I
(of 337 Funds)

(of 337 Funds)

(of 301 Funds)

(of 207 Funds)
Mid-Cap Value
FQ Global Risk-Balanced Fund (MMASX) I
(of 251 Funds)

(of 251 Funds)

(of 169 Funds)

(of 67 Funds)
Tactical Allocation
GW&K Small Cap Core Fund (GWEIX) I
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
GW&K Small Cap Core Fund (GWESX) S
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
GW&K Small Cap Core Fund (GWETX) N
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
Harding Loevner Emerging Markets Portfolio (HLEMX) Advisor
(of 606 Funds)

(of 606 Funds)

(of 425 Funds)

(of 173 Funds)
Diversified Emerging Mkts
Harding Loevner Frontier Emerging Markets Portfolio (HLFMX) Institutional
(of 606 Funds)

(of 606 Funds)

(of 425 Funds)
N/A
Diversified Emerging Mkts
Harding Loevner Frontier Emerging Markets Portfolio (HLMOX) Investor
(of 606 Funds)

(of 606 Funds)

(of 425 Funds)
N/A
Diversified Emerging Mkts
Harding Loevner Global Equity Portfolio (HLMGX) Advisor
(of 848 Funds)

(of 848 Funds)

(of 669 Funds)

(of 372 Funds)
World Stock
Harding Loevner Institutional Emerging Markets Portfolio (HLMEX) Class I
(of 606 Funds)

(of 606 Funds)

(of 425 Funds)

(of 173 Funds)
Diversified Emerging Mkts
Harding Loevner International Equity Portfolio (HLMIX) Institutional
(of 312 Funds)

(of 312 Funds)

(of 260 Funds)

(of 182 Funds)
Foreign Large Growth
Harding Loevner International Equity Portfolio (HLMNX) Investor
(of 312 Funds)

(of 312 Funds)

(of 260 Funds)

(of 182 Funds)
Foreign Large Growth
High Yield Fund (MHHYX) I
(of 602 Funds)

(of 602 Funds)

(of 477 Funds)

(of 319 Funds)
High Yield Bond
Loomis Sayles Bond Fund* (MGFIX) S
(of 869 Funds)

(of 869 Funds)

(of 759 Funds)

(of 541 Funds)
Intermediate-Term Bond
Renaissance Large Cap Growth Fund (MRLTX) N
(of 1315 Funds)

(of 1315 Funds)

(of 1154 Funds)
N/A
Large Growth
River Road Dividend All Cap Value Fund II* (ADIVX) I
(of 1088 Funds)

(of 1088 Funds)
N/A
N/A
Large Value
River Road Dividend All Cap Value Fund* (ARDEX) N
(of 1088 Funds)

(of 1088 Funds)

(of 934 Funds)

(of 680 Funds)
Large Value
Silvercrest Small Cap Fund* (ACRTX) I
(of 626 Funds)

(of 626 Funds)

(of 534 Funds)
N/A
Small Blend
TimesSquare Mid Cap Growth Fund (TMDIX) I
(of 588 Funds)

(of 588 Funds)

(of 504 Funds)

(of 368 Funds)
Mid-Cap Growth
TimesSquare Mid Cap Growth Fund (TMDPX) S
(of 588 Funds)

(of 588 Funds)

(of 504 Funds)

(of 368 Funds)
Mid-Cap Growth
TimesSquare Small Cap Growth Fund (TSCIX) I
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
TimesSquare Small Cap Growth Fund (TSCPX) S
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
Yacktman Focused Fund (YAFFX) S
(of 1255 Funds)

(of 1255 Funds)

(of 1106 Funds)

(of 814 Funds)
Large Blend
Yacktman Fund (YACKX) I
(of 1255 Funds)

(of 1255 Funds)

(of 1106 Funds)

(of 814 Funds)
Large Blend
Amundi Short Duration Government Fund* (MGSDX) S
(of 128 Funds)

(of 128 Funds)

(of 91 Funds)

(of 52 Funds)
Ultrashort Bond
Cadence Capital Appreciation Fund (MCFYX) I
(of 1315 Funds)

(of 1315 Funds)

(of 1154 Funds)

(of 809 Funds)
Large Growth
Cadence Capital Appreciation Fund (MPCIX) Z
(of 1315 Funds)

(of 1315 Funds)

(of 1154 Funds)

(of 809 Funds)
Large Growth
Cadence Mid Cap Fund (MCMAX) N
(of 588 Funds)

(of 588 Funds)

(of 504 Funds)

(of 368 Funds)
Mid-Cap Growth
Cadence Mid Cap Fund (MCMFX) Z
(of 588 Funds)

(of 588 Funds)

(of 504 Funds)

(of 368 Funds)
Mid-Cap Growth
Cadence Mid Cap Fund (MCMYX) I
(of 588 Funds)

(of 588 Funds)

(of 504 Funds)

(of 368 Funds)
Mid-Cap Growth
Emerging Opportunities Fund (MMCFX) S
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
Essex Small/Micro Cap Growth Fund (MBRSX) N
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
Fairpointe Mid Cap Fund* (CHTTX) N
(of 337 Funds)

(of 337 Funds)

(of 301 Funds)

(of 207 Funds)
Mid-Cap Value
FQ Global Risk-Balanced Fund (MMAFX) Z
(of 251 Funds)

(of 251 Funds)

(of 169 Funds)

(of 67 Funds)
Tactical Allocation
FQ Global Risk-Balanced Fund (MMAVX) N
(of 251 Funds)

(of 251 Funds)

(of 169 Funds)

(of 67 Funds)
Tactical Allocation
FQ Tax-Managed U.S. Equity Fund (MFQAX) N
(of 1255 Funds)

(of 1255 Funds)

(of 1106 Funds)

(of 814 Funds)
Large Blend
FQ Tax-Managed U.S. Equity Fund (MFQTX) I
(of 1255 Funds)

(of 1255 Funds)

(of 1106 Funds)

(of 814 Funds)
Large Blend
FQ U.S. Equity Fund (MEQFX) I
(of 1255 Funds)

(of 1255 Funds)

(of 1106 Funds)

(of 814 Funds)
Large Blend
Frontier Small Cap Growth Fund (MSSCX) I
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
Global Income Opportunity Fund (MGGBX) S
(of 318 Funds)

(of 318 Funds)

(of 241 Funds)

(of 130 Funds)
World Bond
GW&K Core Bond Fund (MBDFX) I
(of 869 Funds)

(of 869 Funds)

(of 759 Funds)

(of 541 Funds)
Intermediate-Term Bond
GW&K Enhanced Core Bond Fund (MFDAX) N
(of 869 Funds)

(of 869 Funds)

(of 759 Funds)

(of 541 Funds)
Intermediate-Term Bond
GW&K Enhanced Core Bond Fund (MFDYX) I
(of 869 Funds)

(of 869 Funds)

(of 759 Funds)

(of 541 Funds)
Intermediate-Term Bond
GW&K Municipal Bond Fund (GWMIX) I
(of 256 Funds)

(of 256 Funds)

(of 225 Funds)
N/A
Muni National Interm
GW&K Municipal Enhanced Yield Fund (GWMEX) I
(of 142 Funds)

(of 142 Funds)

(of 119 Funds)

(of 84 Funds)
High Yield Muni
Harding Loevner Global Equity Portfolio (HLMVX) Institutional
(of 848 Funds)

(of 848 Funds)

(of 669 Funds)

(of 372 Funds)
World Stock
Harding Loevner International Small Companies Portfolio (HLMRX) Institutional
(of 107 Funds)

(of 107 Funds)

(of 97 Funds)
N/A
Foreign Small/Mid Growth
Harding Loevner International Small Companies Portfolio (HLMSX) Investor
(of 107 Funds)

(of 107 Funds)

(of 97 Funds)
N/A
Foreign Small/Mid Growth
High Yield Fund (MHHAX) N
(of 602 Funds)

(of 602 Funds)

(of 477 Funds)

(of 319 Funds)
High Yield Bond
Lake Partners LASSO Alternatives Fund* (ALSNX) N
(of 239 Funds)

(of 239 Funds)

(of 141 Funds)
N/A
Multialternative
Lake Partners LASSO Alternatives Fund* (ALSOX) I
(of 239 Funds)

(of 239 Funds)

(of 141 Funds)
N/A
Multialternative
LMCG Small Cap Growth Fund* (ACWIX) I
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)
N/A
Small Growth
Loomis Sayles Bond Fund* (MGBIX) I
(of 869 Funds)

(of 869 Funds)

(of 759 Funds)

(of 541 Funds)
Intermediate-Term Bond
Montag & Caldwell Balanced Fund* (MOBAX) N
(of 710 Funds)

(of 710 Funds)

(of 606 Funds)

(of 419 Funds)
Allocation--50% to 70% Equity
Montag & Caldwell Balanced Fund* (MOBIX) I
(of 710 Funds)

(of 710 Funds)

(of 606 Funds)

(of 419 Funds)
Allocation--50% to 70% Equity
Montag & Caldwell Growth Fund* (MCGIX) I
(of 1315 Funds)

(of 1315 Funds)

(of 1154 Funds)

(of 809 Funds)
Large Growth
River Road Dividend All Cap Value Fund II* (ADVTX) N
(of 1088 Funds)

(of 1088 Funds)
N/A
N/A
Large Value
River Road Dividend All Cap Value Fund* (ARIDX) I
(of 1088 Funds)

(of 1088 Funds)

(of 934 Funds)

(of 680 Funds)
Large Value
River Road Long-Short Fund* (ALSIX) I
(of 167 Funds)

(of 167 Funds)

(of 82 Funds)
N/A
Long-Short Equity
River Road Long-Short Fund* (ARLSX) N
(of 167 Funds)

(of 167 Funds)

(of 82 Funds)
N/A
Long-Short Equity
River Road Select Value Fund* (ARIMX) I
(of 626 Funds)

(of 626 Funds)

(of 534 Funds)
N/A
Small Blend
River Road Select Value Fund* (ARSMX) N
(of 626 Funds)

(of 626 Funds)

(of 534 Funds)
N/A
Small Blend
River Road Small Cap Value Fund* (ARSIX) I
(of 626 Funds)

(of 626 Funds)

(of 534 Funds)

(of 360 Funds)
Small Blend
River Road Small Cap Value Fund* (ARSVX) N
(of 626 Funds)

(of 626 Funds)

(of 534 Funds)

(of 360 Funds)
Small Blend
Silvercrest Small Cap Fund* (ASCTX) N
(of 626 Funds)

(of 626 Funds)

(of 534 Funds)
N/A
Small Blend
Skyline Special Equities Fund (SKSEX) S
(of 626 Funds)

(of 626 Funds)

(of 534 Funds)

(of 360 Funds)
Small Blend
Special Equity Fund (MGSEX) S
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
Special Equity Fund (MSEIX) I
(of 599 Funds)

(of 599 Funds)

(of 531 Funds)

(of 389 Funds)
Small Growth
Systematic Mid Cap Value Fund (SYAMX) N
(of 337 Funds)

(of 337 Funds)

(of 301 Funds)

(of 207 Funds)
Mid-Cap Value
Systematic Mid Cap Value Fund (SYIMX) I
(of 337 Funds)

(of 337 Funds)

(of 301 Funds)

(of 207 Funds)
Mid-Cap Value
TimesSquare All Cap Growth Fund (MTGIX) I
(of 1315 Funds)

(of 1315 Funds)

(of 1154 Funds)
N/A
Large Growth
TimesSquare All Cap Growth Fund (MTGSX) S
(of 1315 Funds)

(of 1315 Funds)

(of 1154 Funds)
N/A
Large Growth
TimesSquare All Cap Growth Fund (MTGVX) N
(of 1315 Funds)

(of 1315 Funds)

(of 1154 Funds)
N/A
Large Growth
Trilogy Emerging Markets Equity Fund (TLEVX) N
(of 606 Funds)

(of 606 Funds)

(of 425 Funds)
N/A
Diversified Emerging Mkts
Trilogy Global Equity Fund (TLGIX) Z
(of 848 Funds)

(of 848 Funds)

(of 669 Funds)
N/A
World Stock

Disclosure

Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.

The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indicies exclude expenses. Unlike the Fund, the Index listed is unmanaged, is not available for investment and does not incur expenses.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.

Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. The Ranking may reflect the waiver of all or a portion of the fund's fees. Without such waiver, the Rankings may have been lower. Past performance is no guarantee of future results.

© 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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