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Morningstar

AMG GW&K Global Allocation Fund Class N MBEAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
16.07  /  0.19 %
Total Assets
44.7 Mil
Adj. Expense Ratio
1.060%
Expense Ratio
1.060%
Fee Level
Above Average
Longest Manager Tenure
2.63 years
Category
Global Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.00%
Turnover
36%

USD | NAV as of Dec 02, 2022 | 1-Day Return as of Dec 02, 2022, 10:36 PM GMT+00:00

Morningstar’s Fund Analysis MBEAX

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

People Pillar

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

Unproven and risky.

Senior Analyst

Summary

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AMG GW&K Global Allocation’s new team is experienced but unproven in key areas, and its substantial risks merit a downgrade of its Morningstar Analyst Rating to Negative for two share classes; the third still earns a Neutral.

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