AMG GW&K Small/Mid Cap Growth I 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 – I ACWIX
- NAV / 1-Day Return 20.59 / +0.54 %
- Total Assets 42.3M
-
Adj. Expense Ratio
0.870%
- Expense Ratio 0.860%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 33%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:38 AM GMT+0
Morningstar’s Analysis ACWIX
Will ACWIX 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 ACWIX 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 ACWIX’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 24.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Comfort Systems USA Inc | 3.36 | 1M | Industrials |
Advanced Energy Industries Inc | 3.12 | 1M | Industrials |
APi Group Corp | 2.63 | 1M | Industrials |
MACOM Technology Solutions Holdings Inc | 2.51 | 1M | Technology |
ITT Inc | 2.38 | 994,323 | Industrials |
Jabil Inc | 2.28 | 951,384 | Technology |
Sterling Infrastructure Inc | 2.21 | 920,382 | Industrials |
Burlington Stores Inc | 2.19 | 913,629 | Consumer Cyclical |
Powell Industries Inc | 2.17 | 904,455 | Industrials |
Entegris Inc | 2.06 | 860,156 | Technology |
United States