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Morningstar

AMG Veritas Global Focus N MFQAX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 18.20  /  +2.30 %
  • 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 Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFQAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

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
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Portfolio Holdings MFQAX

More MFQAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

8.06 2.5 Mil
Communication Services

Amazon.com Inc

6.49 2.0 Mil
Consumer Cyclical

Unilever PLC

4.90 1.5 Mil
Consumer Defensive

Diageo PLC

4.87 1.5 Mil
Consumer Defensive

Canadian Pacific Kansas City Ltd

4.38 1.4 Mil
Industrials

UnitedHealth Group Inc

4.19 1.3 Mil
Healthcare

Fiserv Inc

3.82 1.2 Mil
Technology

Aena SME SA

3.76 1.2 Mil
Industrials

Safran SA

3.70 1.2 Mil
Industrials

Cash And Cash Equivalents

3.62 1.1 Mil
Cash and Equivalents