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Morningstar

AMG GW&K Global Allocation Fund Class Z MBEYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 15.09  /  0.80 %
  • Total Assets 42.5 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.42%
  • Turnover 36%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis MBEYX

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

People Pillar

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

Unproven and risky.

Senior Analyst

Summary

| by Greg Carlson

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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