See what your fund actually adds

AMG Veritas Global Focus Fund Class N MFQAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

MFQAX compared with its replication portfolio
MeasureMFQAXReplication
Annualized growth3.4%6.5%
Annualized volatility15.2%15.4%
Sharpe ratio0.300.49
Maximum drawdown27.0%28.5%
Replication fit (R²)0.87 · Tracking error 5.4%

Replication portfolio

The published portfolio below is the investable basket used to model MFQAX’s historical return behavior.

MFQAX replication basket weights
TickerBuilding blockWeight
EFGIntl · Growth29.8%
XLVSector · Healthcare29.6%
VOXSector · Communication24.0%
XLYSector · Cons Discr11.6%
RSPFactor · Equal Weight5.0%