Morningstar

AMG GW&K Small/Mid Cap Core Fund - Class Z GWGZX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 21.77  /  +1.40 %
  • Total Assets 746.1M
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.18%
  • Turnover 28%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:34 AM GMT+0

Morningstar’s Analysis GWGZX

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

  • People Pillar

    The People Pillar is our evaluation of the GWGZX 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 GWGZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced leadership anchors this patient smid-cap strategy.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

A capable, veteran team guides GW&K Small/Mid Cap Core, though its patience can occasionally hold it back.

by Natalia Arrigoni
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GWGZX

More GWGZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya Financial Inc

2.08 16M
Financial Services

APi Group Corp

1.95 15M
Industrials

Jazz Pharmaceuticals PLC

1.92 15M
Healthcare

Cavco Industries Inc

1.82 14M
Consumer Cyclical

Moog Inc Class A

1.82 14M
Industrials

MACOM Technology Solutions Holdings Inc

1.78 14M
Technology

ITT Inc

1.76 14M
Industrials

Nordson Corp

1.66 13M
Industrials

Advanced Energy Industries Inc

1.64 13M
Industrials

Piper Sandler Cos

1.56 12M
Financial Services

Sponsor Center