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AMG GW&K International Small Cap N MECAX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 42.85  /  0.21 %
  • Total Assets 38.2 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.51%
  • Turnover 25%

Morningstar’s Analysis MECAX

Will MECAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A lowering of People Pillar rating is the primary driver of AMG GW&K International Small Cap N's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings MECAX

  • Current Portfolio Date
  • Equity Holdings 69
  • Bond Holdings 0
  • Other Holdings 14
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

4.68
1,816,000
Cash and Equivalents
2.59
1,002,731
Technology
2.45
948,613
Consumer Cyclical
2.34
908,693
Industrials
2.13
826,587
Industrials
2.12
820,967
Industrials
2.02
783,551
Consumer Cyclical
2.02
783,285
Industrials
1.98
767,379
Technology