BLUEX Mutual Fund
BLUEX Mutual Fund
BLUEX Mutual Fund
AMG Veritas Global Real Return Fund Class I
BLUEX Mutual Fund Overview
BLUEX Mutual Fund (AMG Veritas Global Real Return Fund Class I) is managed by AMG Funds with $84.9M in net assets. BLUEX expense ratio is 1.17%, holding 29 positions across sectors including Health Care, Financials, Consumer Discretionary. Inception date: 1991-01-10.
BLUEX performance shows a YTD return of 1.50%. The 1-year return is 1.46% and the 5-year return is 1.88%. BLUEX dividend yield stands at 0.31%, paid annually.
BLUEX top holdings include Amazon.Com Inc (6.0%), Microsoft Corp (5.9%), Mastercard Inc (5.2%), Airbus Se (5.1%), Thermo Fisher (5.1%). Go to all BLUEX holdings, BLUEX sectors, or BLUEX dividends.
BLUEX can be compared against other funds. Use BLUEX overlap to find shared positions, or BLUEX vs another fund for a side-by-side view. BLUEX alternatives are available via the screener, along with tax-loss harvesting opportunities.