A strong management team and sound investment process underpin AMG Veritas Global Real Return I's Morningstar Medalist Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
- NAV / 1-Day Return 33.67 / 0.41 %
- Total Assets 102.4 Mil
-
Adj. Expense Ratio
1.150%
- Expense Ratio 1.150%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Long-Short Equity
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.57%
- Turnover 22%
Morningstar’s Analysis BLUEX
Will BLUEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Apr 30, 2023
- Equity Holdings 27
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Cash And Cash Equivalents
32.10
36,862,579
Cash and Equivalents