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AMG Systematica Managed Futures Strategy Fund Z SMFZX

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Strategy

The investment seeks absolute returns. The fund uses a “trend following” strategy that seeks to algorithmically identify and profit from movements in markets relating to momentum or trends. It generally seeks to gain exposure to major asset classes, such as fixed income, equities, currencies and commodities, by investing in derivative instruments. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SMFNX	AMG Systematica Managed Futures Strategy Fund N	No Load	Open	—	—	May 1, 2024	$52,953.00	1.500%	Below Average	$2,000	$206.01
SMFZX	AMG Systematica Managed Futures Strategy Fund Z	Institutional	Open	—	—	May 1, 2024	$6.56M	1.100%	Low	$5M	$11,363.48
SMFIX	AMG Systematica Managed Futures Strategy Fund I	Institutional	Open	—	—	May 1, 2024	$78,075.00	1.200%	Low	$100,000	$194.95

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