Disciplined Core Value Fund - I Class (AMGIX) Research
The fund primarily aims to achieve substantial long-term capital growth, with generating income being a secondary objective. Its managers employ a comprehensive, multi-step approach for stock selection, integrating both data-driven (quantitative) and qualitative analysis. Their evaluation centers on large-capitalization, publicly traded U.S. companies, assessed against an objective set of metrics including valuation, inherent quality, growth prospects, and market sentiment. To construct the final portfolio, the managers utilize quantitative models to select holdings from their ranked list, striving for an optimal balance between potential returns and associated risks.
Market snapshot
- Symbol
- AMGIX
- Price
- $43.02
- Day change
- +0.26%
- Market cap
- $2.0B
- 52-week range
- 36.45-43.62
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Inv, Focused Dynamic Growth Fund - Investor Class (ACFOX)
- American Century Equity Growth Fund Investor Class (BEQGX)
- Disciplined Core Value Fund - Investor Class (BIGRX)
- Brandes International Equity Fund Class I (BIIEX)
- Goldman Sachs Emerging Markets Fund Class A (GEMAX)
- Lazard International Strategic Equity Portfolio Institutional Shares (LISIX)
- T. Rowe Price Spectrum Conservative Allocation Fund I Class (PPIPX)
- Lazard International Strategic Equity Portfolio R6 (RLITX)
Open Disciplined Core Value Fund - I Class (AMGIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.