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Nasdaq - Delayed Quote USD
AMG GW&K Small/Mid Cap Growth I (ACWIX)
17.00
-0.36
(-2.07%)
At close: 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.89% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -3.72% |
| 5y Average Return | 12.12% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ACWIX | Category Average | ACWIX | Category Average | ACWIX | Category Average | |
| Alpha | -7.16 | -0.02 | -4.22 | 0.01 | -5.86 | -0.02 |
| BETA | 1.09 | 0.01 | 1.11 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.57 | 0.02 | 1.22 | 0.02 | 0.78 | 0.01 |
| R-squared | 80.92 | 0.78 | 78.72 | 0.73 | 73.27 | 0.73 |
| Standard Deviation | 20.43 | 0.26 | 22.15 | 0.21 | 20.55 | 0.19 |
| Sharpe Ratio | 0.12 | 0.01 | 0.54 | 0.01 | 0.36 | 0.01 |
| Treynor Ratio | 0.46 | 0.15 | 9.18 | 0.17 | 4.8 | 0.11 |
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