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

28.43 +0.58 (+2.08%)
At close: November 19 at 8:01 PM EST
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DELL
  • Previous Close 27.85
  • YTD Return 7.43%
  • Expense Ratio 0.72%
  • Category Mid-Cap Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 94.19M
  • Beta (5Y Monthly) 1.19
  • Yield 0.48%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.05
  • Inception Date Aug 26, 1991

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

Fund Family

Mid-Cap Growth

Fund Category

94.19M

Net Assets

1991-08-26

Inception Date

Performance Overview: MCMFX

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Trailing returns as of 3/5/2021. Category is Mid-Cap Growth.

YTD Return

MCMFX
7.43%
Category
10.80%
 

1-Year Return

MCMFX
45.13%
Category
48.17%
 

3-Year Return

MCMFX
12.34%
Category
21.26%
 

5-Year Return

MCMFX
10.80%
Category
20.18%
 

Holdings: MCMFX

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Top 10 Holdings (20.68% of Total Assets)

SymbolCompany% Assets
ZBRA
ZBRA 2.80%
WAL
WAL 2.36%
HUBS
HUBS 2.19%
SBNY
SBNY 2.07%
LAD
LAD 2.03%
CTLT
CTLT 1.92%
BIO
BIO 1.85%
ROCK
ROCK 1.84%
HZNP
HZNP 1.82%
ACHC
ACHC 1.80%

Sector Weightings

SectorMCMFX
Technology   18.16%
Industrials   16.53%
Healthcare   16.00%
Real Estate   6.94%
Energy   2.19%
Utilities   1.85%

Recent News: MCMFX

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Research Reports: MCMFX

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