Morningstar

AMG Veritas China Fund Class I MIMFX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $15.92  /  −3.86 %
  • Fund Size $35.5M
  • Adjusted Expense Ratio 0.930%
  • Net Expense Ratio 0.930%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Greater China Region
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.51%
  • Turnover Ratio 84%
NAV and 1-Day Return as of

Morningstar’s Analysis MIMFX

Will MIMFX 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 MIMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG Veritas China I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MIMFX

More MIMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

12.46 5M
Technology

Tencent Holdings Ltd

9.91 4M
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

8.05 3M
Consumer Cyclical

Cash And Cash Equivalents

5.07 2M
Cash and Equivalents

Industrial And Commercial Bank Of China Ltd Class H

4.99 2M
Financial Services

Zijin Mining Group Co Ltd Class H

4.93 2M
Basic Materials

Wuxi AppTec Co Ltd

4.24 2M
Healthcare

Innovent Biologics Inc

3.43 1M
Healthcare

BeOne Medicines Ltd Ordinary Shares

2.64 1M
Healthcare

Wus Printed Circuit (Kunshan) Co Ltd Class A

2.63 1M
Technology

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