AMG Veritas China Fund Class I MIMFX Strategy

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Strategy

The investment seeks to achieve long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of issuers located in China or issuers that are not located in China but derive a majority (over 50%) of their income from China. It primarily invests in equity securities. Under normal circumstances, the adviser considers equity securities to include common and preferred stocks, as well as securities with equity characteristics, including, but not limited to, equity-linked notes and participation notes. The fund is non-diversified.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MMCFX
AMG Veritas China Fund Class NNo LoadOpen $35.70M1.140%Average$2,000−$4.76M
MIMFX
AMG Veritas China Fund Class IInstitutionalOpen $3.84M0.930%Below Average$100,000−$406,474.50

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