SKSEX – AMG GW&K Small Cap Value N Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. Small-capitalization companies are those with a market capitalization, at the time of purchase, of less than $5 billion or otherwise within the range of capitalizations of companies in the Russell 2000® Index, the S&P SmallCap 600 Index, or the Dow Jones U.S. Small-Cap Total Stock Market Index. The fund may also invest in REITs.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SKSEX	AMG GW&K Small Cap Value Fund Class N	No Load	Open			Apr 23, 1987	$141.50M	1.150%	Average	$2,000	−$18.86M
SKSZX	AMG GW&K Small Cap Value Fund Class Z	Institutional	Open			Feb 24, 2017	$2.48M	0.900%	Average	$5M	−$229,783.53
SKSIX	AMG GW&K Small Cap Value Fund Class I	Institutional	Open			Feb 24, 2017	$74.55M	0.950%	Average	$100,000	−$11.70M

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