Morningstar

AMG GW&K Small/Mid Cap Growth Fund – I ACWIX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 20.46  /  +1.54 %
  • Total Assets 41.6M
  • 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 Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:34 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ACWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings ACWIX

More ACWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

3.43 1M
Cash and Equivalents

APi Group Corp

2.17 931,049
Industrials

Advanced Energy Industries Inc

2.16 927,481
Industrials

Halozyme Therapeutics Inc

2.16 924,120
Healthcare

ITT Inc

2.14 916,126
Industrials

Moog Inc Class A

1.92 822,872
Industrials

Entegris Inc

1.91 817,152
Technology

MACOM Technology Solutions Holdings Inc

1.83 782,256
Technology

Burlington Stores Inc

1.73 741,615
Consumer Cyclical

Globus Medical Inc Class A

1.71 731,679
Healthcare

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