Nasdaq - Delayed Quote USD

AMG GW&K Small Cap Core Z (GWEZX)

31.93 -0.55 (-1.69%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.85%
5y Average Return 9.12%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Sep 4, 2024) 31.13%
Worst 1Y Total Return (Sep 4, 2024) --
Best 3Y Total Return 31.13%
Worst 3Y Total Return 3.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GWEZX
Category
YTD
11.25%
20.19%
1-Month
1.35%
0.02%
3-Month
8.04%
4.36%
1-Year
14.98%
60.18%
3-Year
0.78%
11.32%
5-Year
9.58%
13.88%
10-Year
8.95%
11.19%
Last Bull Market
24.75%
27.98%
Last Bear Market
-13.08%
-24.08%

Annual Total Return (%) History

Year
GWEZX
Category
2024
--
--
2023
8.44%
--
2022
-16.25%
--
2021
21.48%
--
2020
18.21%
10.99%
2019
31.13%
23.75%
2018
-13.73%
-12.72%
2017
--
12.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.11% -2.60% -- --
2023 1.27% 2.17% -5.03% 10.35%
2022 -8.87% -13.08% -3.93% 10.07%
2021 12.41% 3.95% -0.11% 4.07%
2020 -27.93% 24.96% 4.39% 25.74%
2019 12.82% 5.76% 1.33% 8.46%
2018 -0.46% 5.69% 2.01% -19.62%
2017 5.00% 5.13% 4.66% --

Rank in Category (By Total Return)

YTD 34
1-Month 6
3-Month 10
1-Year 81
3-Year 81
5-Year 73

Load Adjusted Returns

1-Year 14.98%
3-Year 0.78%
5-Year 9.58%
10-Year 8.95%

Performance & Risk

YTD Return 7.85%
5y Average Return 9.12%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family AMG Funds
Net Assets 655.67M
YTD Return 11.25%
Yield 0.38%
Morningstar Rating
Inception Date Jul 27, 2009

Fund Summary

The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It primarily invests in common stock and preferred stock of U.S. small-capitalization companies. The fund invests in an unrestricted opportunity set, pursuing what the manager believes to be quality companies with either growth- or value-oriented characteristics.

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