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 11.51  /  −0.78 %
  • Total Assets 207.4M
  • 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 Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:35 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 Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MCGFX

More MCGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Energy Industries Inc

3.26 7M
Industrials

Cash & Cash Equivalents

2.78 6M
Cash and Equivalents

MACOM Technology Solutions Holdings Inc

2.66 6M
Technology

Semtech Corp

2.48 5M
Technology

RBC Bearings Inc

2.48 5M
Industrials

Moog Inc Class A

2.25 5M
Industrials

Fabrinet

2.03 4M
Technology

Novanta Inc

1.96 4M
Technology

Grand Canyon Education Inc

1.88 4M
Consumer Defensive

SPX Technologies Inc

1.88 4M
Industrials

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