Morningstar

AMG Frontier Small Cap Growth Fund Class Z MSSYX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See AMG Investment Hub
  • NAV / 1-Day Return $10.74  /  −0.65 %
  • Fund Size $85.6M
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.70%
  • Turnover Ratio 290%
NAV and 1-Day Return as of

Morningstar’s Analysis MSSYX

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

  • People Pillar

    The People Pillar is our evaluation of the MSSYX 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 MSSYX’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 Z holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSSYX

More MSSYX 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
Sector

Dynatrace Inc Ordinary Shares

2.92 3M
Technology

Credo Technology Group Holding Ltd

2.74 2M
Technology

Akamai Technologies Inc

2.66 2M
Technology

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

Sponsor Center