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Morningstar

AMG Beutel Goodman International Eqty N APINX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 10.33  /  −0.19 %
  • Total Assets 9.6 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.24%
  • Turnover 8%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis APINX

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

  • People Pillar

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

AMG Beutel Goodman International Eqty N's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 APINX

More APINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Konecranes Oyj

5.07 520,826
Industrials

IMI plc

4.88 501,588
Industrials

dorma+kaba Holding AG

4.62 474,898
Industrials

Carlsberg A/S Class B

4.39 451,097
Consumer Defensive

Cash And Cash Equivalents

4.38 450,555
Cash and Equivalents

Heidelberg Materials AG

4.36 448,141
Basic Materials

GSK PLC

4.11 422,323
Healthcare

Akzo Nobel NV

4.07 418,493
Basic Materials

Euronext NV

4.00 411,135
Financial Services

Michelin

3.91 402,165
Consumer Cyclical