Morningstar

AMG GW&K Small Cap Growth Fund - Class I MCGIX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 12.07  /  −0.74 %
  • Total Assets 207.4M
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • 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 MCGIX

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

  • People Pillar

    The People Pillar is our evaluation of the MCGIX 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 MCGIX’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 I 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
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Portfolio Holdings MCGIX

More MCGIX 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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