Morningstar

AMG Veritas Global Real Return Fund - Class I BLUEX

Morningstar Medalist Rating
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Medalist Rating as of See AMG Investment Hub
  • NAV / 1-Day Return $38.89  /  +2.52 %
  • Fund Size $85.7M
  • Adjusted Expense Ratio 1.170%
  • Net Expense Ratio 1.160%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.33%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis BLUEX

Will BLUEX outperform in the 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 BLUEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A sound and careful approach guided by in-depth research.

Principal Francesco Paganelli

Francesco Paganelli

Principal

Summary

Veritas Global Real Return’s strengths stem from a well-rounded team and a proven, rigorous research process.

by Francesco Paganelli
Rated on Published on

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Portfolio Holdings BLUEX

More BLUEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

6.03 5M
Consumer Cyclical

Microsoft Corp

5.87 5M
Technology

Mastercard Inc Class A

5.18 4M
Financial Services

Airbus SE

5.14 4M
Industrials

Thermo Fisher Scientific Inc

5.12 4M
Healthcare

Safran SA

4.92 4M
Industrials

Vinci SA

4.79 4M
Industrials

London Stock Exchange Group PLC

4.78 4M
Financial Services

Cash And Cash Equivalents

4.30 4M
Cash and Equivalents

Canadian Pacific Kansas City Ltd

3.89 3M
Industrials

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