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Morningstar

AMG Boston Common Global Impact I BRWIX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 36.98  /  +0.79 %
  • Total Assets 550.3 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.61%
  • Turnover 25%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:26 AM GMT+0

Morningstar’s Analysis BRWIX

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

  • People Pillar

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

Weakness in AMG Boston Common Global Impact I's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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
Rated on Published on

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Portfolio Holdings BRWIX

More BRWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Intuit Inc

2.89 17.0 Mil
Technology

ORIX Corp

2.75 16.2 Mil
Financial Services

PT Bank Rakyat Indonesia (Persero) Tbk ADR

2.68 15.8 Mil
Financial Services

Salesforce Inc

2.65 15.6 Mil
Technology

Sprouts Farmers Market Inc

2.52 14.8 Mil
Consumer Defensive

Westinghouse Air Brake Technologies Corp

2.39 14.1 Mil
Industrials

Applied Materials Inc

2.37 13.9 Mil
Technology

Schneider Electric SE

2.34 13.8 Mil
Industrials

Xylem Inc

2.34 13.8 Mil
Industrials

American Water Works Co Inc

2.26 13.3 Mil
Utilities