MFQTX : AMG FQ Tax-Managed U.S. Equity Fund Class I

MFQTX is a US Stocks Market Large Blend with HIGH fees.

MFQTX

AMG FQ Tax-Managed U.S. Equity Fund Class I

FI Score

34 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

34% FI Score
  • mfqtx
  • Mutual Fund
  • US Stocks
  • Large Blend

AMG FQ Tax-Managed U.S. Equity Fund Class I

Expenses: 0.88% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to achieve long-term after-tax returns for investors. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of issuers located in the U.S. It invests primarily in equity securities (generally common and preferred stocks) of large U.S. companies. First Quadrant manages the fund's portfolio with the intent to minimize taxable distributions to shareholders and applies a variety of tax-sensitive investment techniques.

Largest Holdings

Amount Holding
4.80% Microsoft Corp
4.75% Apple Inc
4.37% Visa Inc Class A
4.19% Mastercard Inc A
4.15% Amazon.com Inc
4.00% UnitedHealth Group Inc
3.20% Berkshire Hathaway Inc Class B
2.50% Brown & Brown Inc
2.50% Amgen Inc
1.97% Facebook Inc A
1.62% Alphabet Inc Class C
1.60% Alphabet Inc A
1.40% Arch Capital Group Ltd
1.40% CDW Corp
1.27% Gentex Corp
1.23% Lowe's Companies Inc
1.19% Charles River Laboratories International Inc
1.12% Equity Commonwealth
1.12% Spectrum Brands Holdings Inc
1.06% Tyson Foods Inc Class A
1.03% National Instruments Corp
0.98% Graphic Packaging Holding Co
0.96% Bank of New York Mellon Corp
0.95% Eli Lilly and Co
0.95% Alaska Air Group Inc

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