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

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Strategy

The investment seeks to provide investors with long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies. It primarily invests in common stock and preferred stock of U.S. small- and mid-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
GWGVX	AMG GW&K Small/Mid Cap Core Fund - Class N	No Load	Open			Feb 24, 2017	$47.12M	1.070%	Average	$2,000	−$5.72M
GWGIX	AMG GW&K Small/Mid Cap Core Fund - Class I	Institutional	Open			Jun 30, 2015	$338.76M	0.870%	Below Average	$100,000	−$70.72M
GWGZX	AMG GW&K Small/Mid Cap Core Fund - Class Z	Institutional	Open			Feb 24, 2017	$360.26M	0.820%	Below Average	$5M	−$23.95M

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