Morningstar

AMG GW&K Small Cap Value Fund Class Z SKSZX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 36.85  /  +0.35 %
  • Total Assets 236.6M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.880%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.69%
  • Turnover 36%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SKSZX

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

  • People Pillar

    The People Pillar is our evaluation of the SKSZX 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 SKSZX’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 Value Z holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SKSZX

More SKSZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Solaris Energy Infrastructure Inc Class A

3.56 8M
Energy

Ligand Pharmaceuticals Inc

3.38 8M
Healthcare

Powell Industries Inc

3.20 8M
Industrials

Constellium SE Class A

2.97 7M
Basic Materials

CECO Environmental Corp

2.85 7M
Industrials

TTM Technologies Inc

2.59 6M
Technology

Ducommun Inc

2.43 6M
Industrials

Viavi Solutions Inc

2.41 6M
Technology

Ameris Bancorp

2.03 5M
Financial Services

Compass Inc Class A

1.93 5M
Real Estate

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