GWEZX – AMG GW&K Small Cap Core Z Investment Strategy | Morningstar

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Strategy

The investment seeks to provide investors with long-term capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It primarily invests in common stock and preferred stock of U.S. small-capitalization companies. The fund invests in an unrestricted opportunity set, pursuing what the manager believes to be quality companies with either growth- or value-oriented characteristics.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GWETX	AMG GW&K Small Cap Core Fund Class N	No Load	Open			Dec 10, 1996	$7.17M	1.300%	Above Average	$2,000	−$124,578.09
GWEIX	AMG GW&K Small Cap Core Fund Class I	Institutional	Open			Jul 27, 2009	$494.63M	0.950%	Average	$100,000	$25.66M
GWEZX	AMG GW&K Small Cap Core Fund Class Z	Institutional	Open			Feb 24, 2017	$200.87M	0.900%	Average	$5M	−$29.44M

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