Morningstar

AMG GW&K Small Cap Growth Fund - Class N MCGFX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 11.12  /  +0.09 %
  • Total Assets 205.5M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 97%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 AM GMT+0

Morningstar’s Analysis MCGFX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG GW&K Small Cap Growth N holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MCGFX

More MCGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

2.79 6M
Cash and Equivalents

Advanced Energy Industries Inc

2.42 5M
Industrials

Travere Therapeutics Inc Ordinary Shares

2.14 5M
Healthcare

Moog Inc Class A

1.98 4M
Industrials

Grand Canyon Education Inc

1.95 4M
Consumer Defensive

PJT Partners Inc Class A

1.94 4M
Financial Services

RBC Bearings Inc

1.91 4M
Industrials

MACOM Technology Solutions Holdings Inc

1.85 4M
Technology

Cash And Cash Equivalents

1.77 4M
Cash and Equivalents

Novanta Inc

1.77 4M
Technology

Sponsor Center