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AMG Funds III - AMG GW&K Mid Cap Fund (MCMAX)

24.85 +0.51 (+2.10%)
At close: November 19 at 8:01:19 PM EST

Fund Summary

The investment seeks growth of capital. The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks of U.S. companies with medium market capitalizations. The advisor currently defines medium market capitalization companies as those with a market capitalization within the market capitalization range of the companies represented in the Russell Midcap® Index. The fund may also invest in securities of companies outside of the medium-market capitalization range.

AMG Funds III - AMG GW&K Mid Cap Fund

AMG Funds III
600 Steamboat Road, Suite 300
800-835-3879

Fund Overview

Category Mid-Cap Growth
Fund Family AMG Funds
Net Assets 94.19M
YTD Return 7.38%
Yield 0.32%
Morningstar Rating
Inception Date Jan 13, 1997

Fund Operations

Last Dividend 0.02
Last Cap Gain 0.00
Holdings Turnover 57.00%
Average for Category --

Fees & Expenses

Expense MCMAX Category Average
Annual Report Expense Ratio (net) 1.07% 1.09%
Prospectus Net Expense Ratio 1.07% --
Prospectus Gross Expense Ratio 1.12% --
Max 12b1 Fee 0.25% --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 351 --
5 Yr Expense Projection 612 --
10 Yr Expense Projection 1,359 --

Management Information

Jeffrey W. Thibault, Lead Manager since October 08, 2020
Jeff is the Portfolio Manager for our Small Cap Core and Small/Mid Cap Core Strategies. He also directs GW&K’s research effort for small and mid cap stocks and is a member of the firm’s Investment Committee. He started his investment career in 1998 working for BNY Asset Management first as an associate analyst and then as an analyst on their successful Small Cap Growth investment team. Jeff joined GW&K’s Equity team in 2004. He earned a BS from the University of Vermont and an MBA from the University of North Carolina, Chapel Hill. Jeff 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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