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Morningstar

AMG GW&K International Small Cap Z MECZX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 49.89  /  +0.32 %
  • Total Assets 40.0 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Small Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.55%
  • Turnover 25%

USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 10:13 PM GMT+0

Morningstar’s Analysis MECZX

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

  • People Pillar

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

AMG GW&K International Small Cap Z's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MECZX

More MECZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Senshu Electric Co Ltd

3.05 1.2 Mil
Technology

Dmg Mori Co Ltd

2.75 1.1 Mil
Industrials

Rheinmetall AG

2.61 1.0 Mil
Industrials

Cash & Cash Equivalents

2.39 932,000
Cash and Equivalents

Gift Holdings Inc

2.26 880,791
Consumer Cyclical

Adentra Inc

2.10 821,165
Industrials

Vidrala SA

2.04 795,702
Consumer Cyclical

Gr. Sarantis SA

1.96 763,416
Consumer Defensive

Howden Joinery Group PLC

1.95 762,692
Consumer Cyclical

Hill & Smith PLC

1.93 753,247
Industrials