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.
AMG GW&K Global Allocation Fund Class N MBEAX
NAV / 1-Day Return
19.70
/
0.10
%
Total Assets
152.1 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.060%
Expense Ratio
1.060%
Fee Level
Above Average
Longest Manager Tenure
0.87
years
Category
Allocation--50% to 70% Equity
Investment Style
Large GrowthCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
0.43%
Turnover
123%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A complete makeover doesn’t render this fund attractive.
