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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 35.34  /  0.51 %
  • Total Assets 551.5 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 0.46%
  • Turnover 25%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 1:41 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AMG Boston Common Global Impact I 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 57
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PT Bank Rakyat Indonesia (Persero) Tbk ADR

3.15
15,730,225
Financial Services

Intuit Inc

3.09
15,432,046
Technology

ORIX Corp

3.09
15,399,293
Financial Services

BYD Co Ltd Class H

2.88
14,338,376
Consumer Cyclical

Schneider Electric SE

2.75
13,718,530
Industrials

Sprouts Farmers Market Inc

2.69
13,424,550
Consumer Defensive

Salesforce Inc

2.68
13,344,752
Technology

Xylem Inc

2.54
12,664,381
Industrials

Adobe Inc

2.51
12,518,840
Technology

Westinghouse Air Brake Technologies Corp

2.44
12,146,393
Industrials