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NasdaqGM - Delayed Quote USD

AMG GW&K Small Cap Value Z (SKSZX)

27.71
+0.06
+(0.22%)
At close: 8:08:58 AM EDT
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  • Previous Close 27.65
  • YTD Return -2.12%
  • Expense Ratio 0.90%
  • Category Small Blend
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 222.11M
  • Beta (5Y Monthly) 1.09
  • Yield 1.04%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.33
  • Inception Date Apr 23, 1987

Under normal circumstances, 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. Small-capitalization companies are those with a market capitalization, at the time of purchase, of less than $5 billion or otherwise within the range of capitalizations of companies in the Russell 2000® Index, the S&P SmallCap 600 Index, or the Dow Jones U.S. Small-Cap Total Stock Market Index. The fund may also invest in REITs.

AMG Funds

Fund Family

Small Blend

Fund Category

222.11M

Net Assets

1987-04-23

Inception Date

Performance Overview: SKSZX

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Trailing returns as of 3/28/2025. Category is Small Blend.

YTD Return

SKSZX
2.12%
Category
20.19%
 

1-Year Return

SKSZX
8.75%
Category
60.18%
 

3-Year Return

SKSZX
4.24%
Category
11.32%
 

5-Year Return

SKSZX
12.24%
Category
13.88%
 

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Holdings: SKSZX

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Sector Weightings

SectorSKSZX
Real Estate   12.40%
Healthcare   11.04%
Energy   8.78%
Industrials   8.55%
Technology   7.15%
Utilities   3.47%

Recent News: SKSZX

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Research Reports: SKSZX

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