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Morningstar

AMG Frontier Small Cap Growth I MSSCX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 8.85  /  −1.01 %
  • Total Assets 75.6 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.03%
  • Turnover 227%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:17 AM GMT+0

Morningstar’s Analysis MSSCX

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

  • People Pillar

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

A strong management team and sound investment process underpin AMG Frontier Small Cap Growth I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings MSSCX

More MSSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FTAI Aviation Ltd

4.00 3.2 Mil
Industrials

Coherent Corp

3.77 3.0 Mil
Technology

Pure Storage Inc Class A

3.66 2.9 Mil
Technology

Ultra Clean Holdings Inc

3.19 2.6 Mil
Technology

Beacon Roofing Supply Inc Class A

3.18 2.6 Mil
Industrials

Lithia Motors Inc Class A

3.02 2.4 Mil
Consumer Cyclical

Eagle Materials Inc

2.77 2.2 Mil
Basic Materials

ATI Inc

2.65 2.1 Mil
Industrials

Granite Construction Inc

2.60 2.1 Mil
Industrials

Alaska Air Group Inc

2.36 1.9 Mil
Industrials