Morningstar

AMG Frontier Small Cap Growth Fund Class N MSSVX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $8.90  /  −0.78 %
  • Fund Size $85.6M
  • Adjusted Expense Ratio 1.300%
  • Net Expense Ratio 1.300%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 1.61%
  • Turnover Ratio 290%
NAV and 1-Day Return as of

Morningstar’s Analysis MSSVX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG Frontier Small Cap Growth N holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MSSVX

More MSSVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Alaska Air Group Inc

2.54 2M
Industrials

Cash And Cash Equivalents

2.52 2M
Cash and Equivalents

SentinelOne Inc Class A

2.39 2M
Technology

TG Therapeutics Inc

2.37 2M
Healthcare

Ashland Inc

2.26 2M
Basic Materials

Halozyme Therapeutics Inc

2.22 2M
Healthcare

Applied Optoelectronics Inc

2.21 2M
Technology

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