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Nasdaq - Delayed Quote USD

AMG GW&K Small/Mid Cap Growth I (ACWIX)

17.00
0.00
(0.00%)
At close: March 7 at 8:00:03 PM EST

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-capitalization companies. The manager currently defines small- and mid-capitalization companies to be those with market capitalizations at the time of purchase within the range of capitalizations of companies in the Russell 2500® Growth Index. The subadviser seeks to identify quality companies with growth oriented characteristics.

AMG GW&K Small/Mid Cap Growth I

Greenwhich, CT 06830
600 Steamboat Road, Suite 300

Fund Overview

Category Small Growth
Fund Family AMG Funds
Net Assets 37.09M
YTD Return -0.78%
Yield 0.00%
Morningstar Rating
Inception Date Jun 01, 2011

Fund Operations

Last Dividend 0.03
Last Cap Gain 14.00
Holdings Turnover 19.00%
Average for Category --

Fees & Expenses

Expense ACWIX Category Average
Annual Report Expense Ratio (net) 0.87% 1.21%
Prospectus Net Expense Ratio 0.87% --
Prospectus Gross Expense Ratio 1.10% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Joseph C. Craigen, Lead Manager since March 19, 2021
Joe serves as a portfolio manager for GW&K’s Small Cap and Small/Mid Cap Growth Strategies and is a member of the firm’s Investment Committee. He is also a research analyst focused on our Small Cap Core and Small/Mid Cap Core Strategies. Joe is a seasoned investor with expertise in a number of industries including extensive experience in Information Technology. Prior to joining GW&K in 2008, Joe held research analyst positions at Citizens Funds and Needham & Company, and was a research associate at Tucker Anthony. Joe received an AB in Economics from Harvard College. He has earned the CFA® designation and is a member of the CFA Institute and the CFA Society Boston.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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