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AMG Veritas Global Focus N MFQAX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 17.50  /  +0.34 %
  • Total Assets 31.8 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.09%
  • Turnover 27%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 1:24 AM GMT+0

Morningstar’s Analysis MFQAX

Will MFQAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

AMG Veritas Global Focus N earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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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.

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Portfolio Holdings MFQAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 50.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

5.79 1.8 Mil
Financial Services

Airbus SE

5.49 1.7 Mil
Industrials

Alphabet Inc Class A

5.41 1.7 Mil
Communication Services

Amazon.com Inc

5.38 1.7 Mil
Consumer Cyclical

Canadian Pacific Kansas City Ltd

5.21 1.6 Mil
Industrials

Vinci SA

5.12 1.6 Mil
Industrials

Diageo PLC

4.95 1.5 Mil
Consumer Defensive

Fiserv Inc

4.59 1.4 Mil
Technology

Intercontinental Exchange Inc

4.53 1.4 Mil
Financial Services

Thermo Fisher Scientific Inc

4.34 1.3 Mil
Healthcare