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Morningstar

AMG GW&K Small/Mid Cap Growth Z ACWZX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 17.19  /  −0.46 %
  • Total Assets 39.1 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 25%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 12:14 AM GMT+0

Morningstar’s Analysis ACWZX

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

  • People Pillar

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

AMG GW&K Small/ Mid Cap Growth Z’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ACWZX

More ACWZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Texas Roadhouse Inc

2.71 1.1 Mil
Consumer Cyclical

Entegris Inc

2.57 1.0 Mil
Technology

CyberArk Software Ltd

2.29 902,212
Technology

Manhattan Associates Inc

2.25 885,646
Technology

Atkore Inc

2.01 791,480
Industrials

SiteOne Landscape Supply Inc

1.94 766,878
Industrials

MACOM Technology Solutions Holdings Inc

1.75 688,264
Technology

Natera Inc

1.72 678,117
Healthcare

Matador Resources Co

1.71 673,463
Energy

Globant SA

1.70 670,605
Technology