Skip to Content

AMG GW&K Small/Mid Cap Growth N ACWDX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 16.83  /  +0.96 %
  • Total Assets 41.9 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 25%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:23 AM GMT+0

Morningstar’s Analysis ACWDX

Will ACWDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

AMG GW&K Small/ Mid Cap Growth N’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ACWDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Manhattan Associates Inc

2.74 1.1 Mil
Technology

Entegris Inc

2.36 923,945
Technology

Atkore Inc

2.35 920,976
Industrials

Globant SA

2.33 913,528
Technology

CyberArk Software Ltd

2.32 908,237
Technology

RBC Bearings Inc

2.22 867,921
Industrials

Texas Roadhouse Inc

2.19 857,159
Consumer Cyclical

Azenta Inc

2.07 811,870
Healthcare

Five Below Inc

2.04 797,161
Consumer Cyclical

SiteOne Landscape Supply Inc

1.98 774,759
Industrials