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AMG Veritas Global Focus N (MFQAX)

17.36 +0.16 (+0.93%)
At close: 8:00 PM EDT

Fund Summary

The adviser intends to invest in equity securities of a relatively select group of global companies, identified through a bottom up stock picking approach with certain strategic themes identified by the Subadviser. The fund will generally invest in mid-to large-capitalization companies, although it may also invest in small-capitalization companies. The fund invests at least 35% of its net assets in investments economically tied to countries other than the U.S. and it will hold investments economically tied to a minimum of three countries other than the U.S. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.16%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 4

Performance & Risk

YTD Return 3.74%
5y Average Return 7.33%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MFQAXCategory AverageMFQAXCategory AverageMFQAXCategory Average
Alpha -5.28 0.03 -5.13 0.04 -3.73 0.01
BETA 0.89 0.01 0.98 0.01 0.97 0.01
Mean Annual Return 0.51 0.02 0.87 0.02 0.78 0.01
R-squared 88.35 0.89 92.36 0.87 91.31 0.87
Standard Deviation 16.71 0.2 18.82 0.16 15.42 0.15
Sharpe Ratio 0.19 0.01 0.44 0.01 0.51 0.01
Treynor Ratio 2.12 0.21 6.95 0.21 7.16 0.15

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