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Morningstar

AMG Frontier Small Cap Growth Z MSSYX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 10.15  /  −1.17 %
  • Total Assets 81.5 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.06%
  • Turnover 227%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 12:18 AM GMT+0

Morningstar’s Analysis MSSYX

Will MSSYX 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 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings MSSYX

More MSSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FTAI Aviation Ltd

4.08 3.1 Mil
Industrials

Beacon Roofing Supply Inc Class A

3.38 2.6 Mil
Industrials

ATI Inc

3.30 2.5 Mil
Industrials

Ultra Clean Holdings Inc

3.04 2.3 Mil
Technology

Pure Storage Inc Class A

2.93 2.2 Mil
Technology

Inspire Medical Systems Inc

2.92 2.2 Mil
Healthcare

Coherent Corp

2.84 2.2 Mil
Technology

Granite Construction Inc

2.67 2.0 Mil
Industrials

Summit Materials Inc Class A

2.52 1.9 Mil
Basic Materials

Alaska Air Group Inc

2.42 1.8 Mil
Industrials