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AMG Beutel Goodman Core Plus Bond I ADLIX

Quantitative rating as of
NAV / 1-Day Return
9.04  /  0.44 %
Total Assets
146.0 Mil
Adj. Expense Ratio
0.600%
Expense Ratio
0.490%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.46%
Effective Duration
6.56 years

Morningstar’s Analysis ADLIX

Will ADLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit AMG Beutel Goodman Core Plus Bond I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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