Morningstar

AMG Veritas China Fund Class N MMCFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See AMG Investment Hub
  • NAV / 1-Day Return $16.43  /  −1.97 %
  • Fund Size $39.1M
  • Adjusted Expense Ratio 1.140%
  • Net Expense Ratio 1.140%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Greater China Region
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.33%
  • Turnover Ratio 84%
NAV and 1-Day Return as of

Morningstar’s Analysis MMCFX

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

  • People Pillar

    The People Pillar is our evaluation of the MMCFX 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 MMCFX’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 N 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MMCFX

More MMCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

11.22 5M
Technology

Tencent Holdings Ltd

9.81 4M
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

7.49 3M
Consumer Cyclical

Zijin Mining Group Co Ltd Class H

5.35 2M
Basic Materials

Industrial And Commercial Bank Of China Ltd Class H

4.61 2M
Financial Services

Samsung Electronics Co Ltd DR

4.37 2M
Technology

Contemporary Amperex Technology Co Ltd Class A

4.21 2M
Industrials

Wuxi AppTec Co Ltd

3.52 1M
Healthcare

Weichai Power Co Ltd Class H

3.50 1M
Consumer Cyclical

Innovent Biologics Inc

3.43 1M
Healthcare

Sponsor Center