FQUAX : AMG FQ Long-Short Equity Fund Class N

FQUAX is a Alternatives Market Short with MODERATE fees.

FQUAX

AMG FQ Long-Short Equity Fund Class N

FI Score

39 /100

Expense Ratio Rating

8 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

39% FI Score
  • fquax
  • Mutual Fund
  • Alternatives
  • Short

AMG FQ Long-Short Equity Fund Class N

Expenses: 1.28% (Better than 1% of similar funds)

This is a bad choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities and equity-related instruments, including derivatives. It invests primarily in long and short equity-related positions in sectors, industries and companies in the U.S. based on First Quadrant's assessment of relative attractiveness. The fund may invest in or have exposure to companies representing a broad range of market capitalizations, which generally may include small- and mid-capitalization companies.

Largest Holdings

Amount Holding
50.12% E-mini S&P 500 Future June 20
0.89% Helix Energy Solutions Group Inc
0.78% Usana Health Sciences Inc
0.74% PlayAGS Inc
0.69% ConocoPhillips
0.66% Performance Food Group Co
0.66% LKQ Corp
0.65% MGIC Investment Corp
0.65% Orthofix Medical Inc
0.65% The Wendy's Co Class A

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