AMG Veritas Global Real Return FundBLUEX
Type
Mutual fund
Peer group
Global equity
Net assets
$86.7M
Expense ratio
1.17%
1-year return
-7.2%
3 years, a year
+2.7%
5 years, a year
+0.8%
Holdings
34
What it aims to do.
"AMG Veritas Global Real Return Fund (the ""Fund"") seeks to deliver real returns over the medium and longer term."
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JOBY Vinci SA | 5.53% |
| AMZN Amazon.com, Inc. | 5.02% |
| JOBY London Stock Exchange Group PLC | 4.90% |
| CP Canadian Pacific Kansas City Ltd | 4.86% |
| JOBY Safran SA | 4.80% |
| MSFT Microsoft Corp. | 4.30% |
| JOBY Aon PLC | 4.25% |
| MA MasterCard Incorporated | 4.25% |
| JOBY Airbus SE | 4.19% |
| UNH UnitedHealth Group Inc. | 4.07% |
More on BLUEX.
- BLUEX overview
- BLUEX holdings
- BLUEX risk
- BLUEX costs
- BLUEX money in and out
- BLUEX share classes
- Compare BLUEX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.