Morningstar

AMG GW&K Small/Mid Cap Growth Fund Class Z Shares ACWZX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 21.38  /  −0.60 %
  • Total Assets 44.0M
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.810%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.00
  • Turnover 33%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:38 AM GMT+0

Morningstar’s Analysis ACWZX

Will ACWZX 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 ACWZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ACWZX 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 ACWZX’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 Z holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings ACWZX

More ACWZX Holdings
  • 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

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