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AMG Frontier Small Cap Growth N MSSVX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 8.65  /  +0.58 %
  • Total Assets 79.9 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.95%
  • Turnover 227%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0

Morningstar’s Analysis MSSVX

Will MSSVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin AMG Frontier Small Cap Growth N's Morningstar Medalist Rating of Bronze.

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.

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Portfolio Holdings MSSVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coherent Corp

4.09 3.1 Mil
Technology

Pure Storage Inc Class A

3.84 2.9 Mil
Technology

Eagle Materials Inc

3.80 2.9 Mil
Basic Materials

FTAI Aviation Ltd

3.48 2.7 Mil
Industrials

Ultra Clean Holdings Inc

3.03 2.3 Mil
Technology

Cash And Cash Equivalents

3.02 2.3 Mil
Cash and Equivalents

Lithia Motors Inc Class A

2.88 2.2 Mil
Consumer Cyclical

Beacon Roofing Supply Inc Class A

2.82 2.2 Mil
Industrials

Builders FirstSource Inc

2.82 2.2 Mil
Industrials

ATI Inc

2.53 1.9 Mil
Industrials