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Morningstar

AMG River Road Large Cap Value Select N FQUAX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 18.35  /  +0.38 %
  • Total Assets 38.4 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.59%
  • Turnover 77%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:30 AM GMT+0

Morningstar’s Analysis FQUAX

Will FQUAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FQUAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FQUAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FQUAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit AMG River Road Large Cap Value Select N to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FQUAX

More FQUAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nestle SA ADR

6.57 2.6 Mil
Consumer Defensive

BJ's Wholesale Club Holdings Inc

6.37 2.5 Mil
Consumer Defensive

CRH PLC

6.33 2.5 Mil
Basic Materials

Berkshire Hathaway Inc Class B

6.30 2.5 Mil
Financial Services

LKQ Corp

5.84 2.3 Mil
Consumer Cyclical

Fairfax Financial Holdings Ltd Shs Subord.Vtg

5.52 2.2 Mil
Financial Services

Alphabet Inc Class C

4.75 1.9 Mil
Communication Services

The Kroger Co

4.68 1.8 Mil
Consumer Defensive

UnitedHealth Group Inc

3.91 1.5 Mil
Healthcare

Carlisle Companies Inc

3.85 1.5 Mil
Industrials