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Morningstar

AMG GW&K Small Cap Value N SKSEX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 32.46  /  +1.31 %
  • Total Assets 252.7 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 14%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0

Morningstar’s Analysis SKSEX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SKSEX

More SKSEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Piper Sandler Cos

2.25 5.3 Mil
Financial Services

Federal Agricultural Mortgage Corp Class C

2.19 5.1 Mil
Financial Services

Primoris Services Corp

2.17 5.1 Mil
Industrials

Selective Insurance Group Inc

2.16 5.1 Mil
Financial Services

Independence Realty Trust Inc

2.14 5.0 Mil
Real Estate

Integer Holdings Corp

2.11 4.9 Mil
Healthcare

Permian Resources Corp Class A

2.08 4.9 Mil
Energy

Boot Barn Holdings Inc

2.00 4.7 Mil
Consumer Cyclical

PJT Partners Inc Class A

2.00 4.7 Mil
Financial Services

CBIZ Inc

2.00 4.7 Mil
Industrials