AMG GW&K Small/Mid Cap Growth N holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
AMG GW&K Small/Mid Cap Growth Fund – N ACWDX
- NAV / 1-Day Return 19.85 / +0.51 %
- Total Assets 43.3M
-
Adj. Expense Ratio
1.020%
- 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 0.00
- Turnover 33%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:38 AM GMT+0
Morningstar’s Analysis ACWDX
Will ACWDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ACWDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ACWDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Comfort Systems USA Inc | 3.23 | 1M | Industrials |
Sterling Infrastructure Inc | 3.06 | 1M | Industrials |
Fabrinet | 2.66 | 1M | Technology |
Jabil Inc | 2.59 | 1M | Technology |
MACOM Technology Solutions Holdings Inc | 2.53 | 1M | Technology |
Advanced Energy Industries Inc | 2.37 | 1M | Industrials |
APi Group Corp | 2.28 | 972,561 | Industrials |
Burlington Stores Inc | 2.17 | 924,535 | Consumer Cyclical |
Powell Industries Inc | 2.13 | 910,428 | Industrials |
ITT Inc | 2.09 | 891,930 | Industrials |
United States