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Morningstar

AMG GW&K Small Cap Value Z SKSZX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 29.39  /  −0.94 %
  • Total Assets 243.9 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.86%
  • Turnover 14%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:13 AM GMT+0

Morningstar’s Analysis SKSZX

Will SKSZX 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 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SKSZX

More SKSZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Selective Insurance Group Inc

2.39 6.2 Mil
Financial Services

Piper Sandler Cos

2.27 5.9 Mil
Financial Services

Federal Agricultural Mortgage Corp Class C

2.26 5.8 Mil
Financial Services

Group 1 Automotive Inc

2.19 5.7 Mil
Consumer Cyclical

Permian Resources Corp Class A

2.16 5.6 Mil
Energy

Boot Barn Holdings Inc

2.16 5.6 Mil
Consumer Cyclical

Integer Holdings Corp

2.02 5.2 Mil
Healthcare

CBIZ Inc

2.01 5.2 Mil
Industrials

Comfort Systems USA Inc

1.95 5.1 Mil
Industrials

Atkore Inc

1.93 5.0 Mil
Industrials