GWSZX – AMG GW&K Small Cap Growth Z Investment Strategy | Morningstar

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Strategy

The investment seeks 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-capitalization companies. It primarily invests in common stock and preferred stock of U.S. companies.

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
MCGFX	AMG GW&K Small Cap Growth Fund - Class N	No Load	Open			Nov 2, 1994	$129.91M	0.900%	Below Average	$2,000	−$12.03M
MCGIX	AMG GW&K Small Cap Growth Fund - Class I	Institutional	Open			Jun 28, 1996	$75.54M	0.730%	Low	$100,000	−$9.91M
GWSZX	AMG GW&K Small Cap Growth Fund - Class Z	Institutional	Open			Dec 5, 2025	$11,096.00	0.670%	Low	$5M	—

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