AMG GW&K Global Allocation’s new team is experienced but unproven in key areas, and its strategy courts risk. The fund earns a Morningstar Analyst Rating of Neutral across its share classes.
Will MBEAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of MBEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.