Morningstar

AMG GW&K Small Cap Growth Fund - Class Z GWSZX

Morningstar Medalist Rating
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Medalist Rating as of See AMG Investment Hub
  • NAV / 1-Day Return $11.58  /  −0.69 %
  • Fund Size $202.5M
  • Adjusted Expense Ratio 0.670%
  • Net Expense Ratio —
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield —
  • Turnover Ratio 97%
NAV and 1-Day Return as of

Morningstar’s Analysis GWSZX

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

  • People Pillar

    The People Pillar is our evaluation of the GWSZX 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 GWSZX’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 Cap Growth Z 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
Rated on Published on

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Portfolio Holdings GWSZX

More GWSZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

2.92 6M
Cash and Equivalents

Advanced Energy Industries Inc

2.61 5M
Industrials

Semtech Corp

2.54 5M
Technology

Grand Canyon Education Inc

2.14 4M
Consumer Defensive

Moog Inc Class A

2.13 4M
Industrials

Travere Therapeutics Inc Ordinary Shares

1.99 4M
Healthcare

Littelfuse Inc

1.82 4M
Technology

Novanta Inc

1.80 4M
Technology

Applied Industrial Technologies Inc

1.80 4M
Industrials

NeoGenomics Inc

1.73 4M
Healthcare

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