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Nasdaq - Delayed Quote USD

AMG Veritas Global Real Return I (BLUEX)

40.44
+0.05
+(0.12%)
At close: March 7 at 8:02:23 PM EST

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
--

Broker Availability

  • TradeStation Securities
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • UBS Financial Services Inc
  • Protected Investors of America
  • E TRADE Financial
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • DATALynx
  • Ameriprise Brokerage
  • Federated TrustConnect
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Mony Securities Corp
  • CommonWealth Core
  • SunAmerica Securities Premier / Pinnacle
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Royal Alliance
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • FTJ FundChoice
  • Robert W. Baird & Co.
  • DATALynx IMS
  • JPMorgan INVEST
  • WFA MF Advisory Updated 3.3.25
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • WR Hambrecht Co LLC
  • Sterne, Agee & Leach, Inc.,
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTF P
  • Firstrade
  • Scottrade TF
  • Standard Retirement Services, Inc.
  • Principal Advantage
  • TIAA-CREF Brokerage Services
  • Fidelity Advisor 401(k) I Shares
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • NYLIM 401(k) Complete
  • Hartford RK Plus
  • Hartford CPS
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 4.3.24
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Waddell & Reed Choice MAP Flex
  • E-Plan Services, Inc.
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Nationwide Retirement Flexible Advantage
  • Smith Barney Portfolio Manager
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Thrivent – Retail Eligible
  • Avantax
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund primarily invests in equity securities listed or traded on exchanges. The adviser intends to invest primarily in developed markets and economies, although it may invest in emerging markets. It may invest up to 25% of its net assets in emerging market countries. The fund will generally invest in mid-to large-capitalization companies, although the fund may also invest in small-capitalization companies. It is non-diversified.

Fund Overview

Category Long-Short Equity
Fund Family AMG Funds
Net Assets 97.57M
YTD Return 2.08%
Yield 0.28%
Morningstar Rating
Inception Date Jan 10, 1991

Performance & Risk

YTD Return 4.85%
5y Average Return 9.99%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.54
Morningstar Risk Rating

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