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Morningstar

AMG Veritas Global Focus I MFQTX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 17.04  /  +0.06 %
  • Total Assets 28.1 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.32%
  • Turnover 27%

USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MFQTX

Will MFQTX 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 MFQTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFQTX 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 MFQTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

AMG Veritas Global Focus I earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings MFQTX

More MFQTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

6.55 1.9 Mil
Communication Services

Amazon.com Inc

5.94 1.8 Mil
Consumer Cyclical

Unilever PLC

5.03 1.5 Mil
Consumer Defensive

Canadian Pacific Kansas City Ltd

4.85 1.4 Mil
Industrials

Diageo PLC

4.84 1.4 Mil
Consumer Defensive

Fiserv Inc

4.81 1.4 Mil
Technology

Intercontinental Exchange Inc

4.69 1.4 Mil
Financial Services

Vinci SA

4.67 1.4 Mil
Industrials

Airbus SE

4.48 1.3 Mil
Industrials

Thermo Fisher Scientific Inc

4.48 1.3 Mil
Healthcare