Skip to Content
Morningstar

AMG Veritas China N MMCFX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 12.99  /  +0.15 %
  • Total Assets 43.0 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category China Region
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.86%
  • Turnover 83%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:17 AM GMT+0

Morningstar’s Analysis MMCFX

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

  • People Pillar

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

A stable and experienced team implementing a thematic approach.

Associate Director Lena Tsymbaluk

Lena Tsymbaluk

Associate Director

Summary

AMG Veritas China benefits from a seasoned manager, a stable and experienced team, and a differentiated approach. As such, the People and Process pillar ratings have been retained at High and Above Average, respectively.

by Lena Tsymbaluk
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MMCFX

More MMCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

14.99 6.6 Mil
Communication Services

Cash And Cash Equivalents

9.51 4.2 Mil
Cash and Equivalents

Alibaba Group Holding Ltd Ordinary Shares

9.45 4.2 Mil
Consumer Cyclical

Kweichow Moutai Co Ltd Class A

9.20 4.1 Mil
Consumer Defensive

NARI Technology Co Ltd Class A

5.07 2.2 Mil
Industrials

Wuliangye Yibin Co Ltd Class A

3.68 1.6 Mil
Consumer Defensive

BYD Co Ltd Class A

3.33 1.5 Mil
Consumer Cyclical

Midea Group Co Ltd Class A

2.97 1.3 Mil
Consumer Cyclical

Hong Kong Exchanges and Clearing Ltd

2.91 1.3 Mil
Financial Services

Contemporary Amperex Technology Co Ltd Class A

2.90 1.3 Mil
Industrials