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Morningstar

AMG Veritas Asia Pacific I MSEIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 70.36  /  0.91 %
  • Total Assets 120.3 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Pacific/Asia ex-Japan Stk
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 222%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis MSEIX

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

People Pillar

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

Summary

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A strong management team helps offset AMG Veritas Asia Pacific I’s middling Parent Pillar rating, allowing this strategy to retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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