Nasdaq - Delayed Quote • USD
AMG GW&K Small/Mid Cap Growth I (ACWIX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.89% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 8.62% |
| 5y Average Return | 13.29% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ACWIX | Category Average | ACWIX | Category Average | ACWIX | Category Average | |
| Alpha | -7.68 | -0.02 | -3.42 | 0.01 | -4.65 | -0.02 |
| BETA | 1.05 | 0.01 | 1.07 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | 0.27 | 0.02 | 1.17 | 0.02 | 0.86 | 0.01 |
| R-squared | 79.87 | 0.78 | 78.04 | 0.73 | 72.48 | 0.73 |
| Standard Deviation | 20.87 | 0.26 | 21.87 | 0.21 | 20.3 | 0.19 |
| Sharpe Ratio | -0.02 | 0.01 | 0.53 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | -2.52 | 0.15 | 9.28 | 0.17 | 6.09 | 0.11 |
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