![]() ![]() Lower, based on the above assumptions, your costs would be: ![]() The example assumes that the average annual return was 5%, operatingĮxpenses remained the same, and expenses were capped in each period through February 28, 2018.Īlthough your actual costs may be higher or Operating expenses you would incur as a shareholder if you invested $10,000 in the Fund over the time periods shown and you redeem all your shares at the end of those periods. This example is intended to help you compare the cost of investing in the Fund with the cost of investing in other mutual funds. Prior to February 28, 2018, the arrangement may be amended or terminated onlyīy a vote of the Board of Trustees of AMG Funds IV. ![]() The investment adviser is contractually obligated to waive management fees and/or reimburse ordinary operating expenses, not including interest, taxes,īrokerage commissions, other investment-related costs, shareholder servicing fees, distribution and service (12b-1) fees, extraordinary expenses, such as litigation and other expenses not incurred in the ordinary course of the Funds business,Īnd acquired fund fees and expenses, through February 28, 2018, to the extent that operating expenses exceed 1.09% of the Funds average daily net assets. Total Annual Fund Operating Expenses After Fee Waiver and/or Expense Reimbursement (c)Įxpense information has been restated to reflect current fees.Įstimated dividend and interest expense on short sales in underlying funds that engage in short selling, based on publicly available information. (expenses that you pay each year as a percentage of the value of your investment)ĭividend and Interest Expense on Short Sales (b)įee Waiver and/or Expense Reimbursement (c) The fee and expenses that you may pay if you buy and hold shares of the Fund. The Fund seeks to provide long-term total return with reduced correlation to the conventional stock and bond markets. Information, dated February 29, 2016, as supplemented April 1, 2016, July 28, 2016, August 26, 2016, September 30, 2016 and October 27, 2016, are incorporated by reference to this summary prospectus. Sending an e-mail to The Funds prospectus, dated February 29, 2016, as supplemented July 28, 2016, August 26, 2016, September 30, 2016 and October 27, 2016, and statement of additional You can also get this information at no cost by calling 80 or by You can find the Funds prospectus and other information about the Fund online at. Before you invest, you may want to review the Funds prospectus, which contains more information about ![]()
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