Top holdings
As of July 31, 2020 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NH FOODS LTD | — | $666.48K | 10.63% |
| AGCO CORP | — | $654.53K | 10.44% |
| NICHIREI CORP | — | $564.78K | 9.01% |
| ELEMENT SOLUTIONS INC | — | $383.81K | 6.12% |
| SANDERSON FARMS INC | SAFM | $361.13K | 5.76% |
| MORINAGA MILK IN | — | $319.17K | 5.09% |
| MAPLE LEAF FOODS | — | $267.24K | 4.26% |
| OCI NV | — | $217.54K | 3.47% |
| FUJI OIL HOLDING | — | $214.80K | 3.43% |
| CAL-MAINE FOODS INC | — | $211.68K | 3.38% |
Portfolio moves
Apr 30, 2020 → Jul 31, 2020Opened
4
Exited
3
Increased
1
Decreased
34
Unchanged
0
How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| AMG SouthernSun Small Cap Fund | 10% | — |
| Global X Fertilizers/Potash ETF | 6% | — |
| AMG SouthernSun U.S. Equity Fund | 5% | — |
Footnotes
- Net assets and holdings count as of July 31, 2020, from the fund's N-PORT filing.
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