Morningstar

AMG Mutual Funds

View all of AMG’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

AMG Mutual Funds List

1 to 25 of 84 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
AMG GW&K Small Cap Growth Fund - Class ZGWSZXSmall Growth
13.13%260.670%LowInstitutional$5M
AMG GW&K Small Cap Growth Fund - Class IMCGIXSmall Growth
13.13%260.730%LowInstitutional$100,000
AMG GW&K Small Cap Growth Fund - Class NMCGFXSmall Growth
12.93%270.900%Below AverageNo Load$2,000
AMG Yacktman International Fund - Class IYFSIXGlobal Small/Mid Stock
28.06%10.930%Below AverageInstitutional$100,000
AMG Yacktman International Fund - Class NYFSNXGlobal Small/Mid Stock
27.82%21.130%AverageNo Load$2,000
AMG Yacktman Focused Fund - Class IYAFIXGlobal Large-Stock Value
27.55%11.060%HighInstitutional$100,000
AMG GW&K Small/Mid Cap Core Fund - Class ZGWGZXSmall Growth
12.34%300.820%Below AverageInstitutional$5M
AMG GW&K Small/Mid Cap Core Fund - Class IGWGIXSmall Growth
12.31%300.870%Below AverageInstitutional$100,000
AMG Frontier Small Cap Growth Fund Class IMSSCXSmall Growth
8.47%571.000%Above AverageInstitutional$100,000
AMG GW&K Small/Mid Cap Growth Fund – IACWIXSmall Growth
10.82%410.870%Below AverageInstitutional$100,000
AMG Frontier Small Cap Growth Fund Class ZMSSYXSmall Growth
8.46%580.900%AverageInstitutional$5M
AMG River Road Small-Mid Cap Value Fund Class IARIMXSmall Value
7.85%941.020%Above AverageInstitutional$100,000
AMG Frontier Small Cap Growth Fund Class NMSSVXSmall Growth
8.17%591.300%Above AverageNo Load$2,000
AMG TimesSquare Mid Cap Growth Fund Class ZTMDIXMid-Cap Growth
1.01%720.860%Above AverageInstitutional$5M
AMG GW&K Small/Mid Cap Growth Fund Class Z SharesACWZXSmall Growth
10.90%400.820%Below AverageInstitutional$5M
AMG GW&K Small/Mid Cap Growth Fund – NACWDXSmall Growth
10.71%421.020%AverageNo Load$2,000
AMG Yacktman Focused Fund - Class NYAFFXGlobal Large-Stock Value
27.33%21.250%HighNo Load$2,000
AMG Yacktman Fund Class IYACKXLarge Value
20.47%260.700%AverageInstitutional$100,000
AMG TimesSquare Mid Cap Growth Fund Class ITQMIXMid-Cap Growth
0.96%730.910%Above AverageInstitutional$100,000
AMG TimesSquare Mid Cap Growth Fund Class NTMDPXMid-Cap Growth
0.85%741.060%Above AverageNo Load$2,000
AMG GW&K Small/Mid Cap Core Fund - Class NGWGVXSmall Growth
12.06%321.070%AverageNo Load$2,000
AMG River Road Small Cap Value Fund Class IARSIXSmall Value
5.25%961.090%HighInstitutional$100,000
AMG TimesSquare Small Cap Growth Fund Class ITSQIXSmall Growth
5.28%771.030%Above AverageInstitutional$100,000
AMG TimesSquare International Small Cap Fund Class NTCMPXForeign Small/Mid Growth
3.24%771.300%AverageNo Load$2,000
AMG Renaissance Large Cap Growth Fund Class ZMRLIXLarge Growth
4.28%700.660%AverageInstitutional$5M

AMG Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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