Morningstar

AMG Veritas China I MIMFX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 14.45  /  −0.69 %
  • Total Assets 41.8 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category China Region
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.13%
  • Turnover 83%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:43 AM GMT+0

Morningstar’s Analysis MIMFX

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

  • People Pillar

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

A stable and experienced team implementing a thematic approach.

Associate Director Lena Tsymbaluk

Lena Tsymbaluk

Associate Director

Summary

AMG Veritas China benefits from a seasoned manager, a stable and experienced team, and a differentiated approach. As such, the People and Process pillar ratings have been retained at High and Above Average, respectively.

by Lena Tsymbaluk
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MIMFX

More MIMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

19.72 7.8 Mil
Communication Services

Cash And Cash Equivalents

13.05 5.1 Mil
Cash and Equivalents

Alibaba Group Holding Ltd Ordinary Shares

10.34 4.1 Mil
Consumer Cyclical

NARI Technology Co Ltd Class A

5.91 2.3 Mil
Industrials

Zijin Mining Group Co Ltd Class H

5.11 2.0 Mil
Basic Materials

BYD Co Ltd Class A

4.54 1.8 Mil
Consumer Cyclical

PDD Holdings Inc ADR

4.23 1.7 Mil
Consumer Cyclical

NetEase Inc Ordinary Shares

3.42 1.3 Mil
Communication Services

Contemporary Amperex Technology Co Ltd Class A

3.22 1.3 Mil
Industrials

Tsingtao Brewery Co Ltd Class H

2.87 1.1 Mil
Consumer Defensive

Sponsor Center