AMG Veritas Global Focus N (MFQAX)
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AMG Veritas Global Focus N
Greenwich, Connecticut 06830
600 Steamboat Road, Suite 300
AMG Funds I
Management Information
,Lead Manager since May 20, 2021
Director, Fund Manager and Head of Global Research. Director of Veritas Asset Management (UK) Limited and Fund Manager of the Real Return Global Fund and Veritas Global Focus Fund. Joined The Real Return Group in 2003. Analyst and Portfolio Manager WP Stewart 2001 to 2003. Analyst and Portfolio Manager Newton Investment Management 1996 to 2001. Tax Consultant, Price Waterhouse 1993 to 1996. Education: Chartered Accountant, BSc, ASIP.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilyAMG Funds
Net Assets27.83M
YTD Return2.71%
Yield0.09%
Morningstar Rating★
Inception DateDec 17, 2000
Fund Operations
Last Dividend0.02
Last Cap Gain-4.00
Holdings Turnover27.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMFQAXCategory Average
Annual Report Expense Ratio (net)0.88%0.99%
Prospectus Net Expense Ratio0.88%N/A
Prospectus Gross Expense Ratio1.22%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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