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Morningstar

AMG Frontier Small Cap Growth N MSSVX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 8.21  /  +2.24 %
  • Total Assets 74.8 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.95%
  • Turnover 227%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MSSVX

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

  • People Pillar

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

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

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 MSSVX

More MSSVX 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