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AMG GW&K Small/Mid Cap Growth I (ACWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.00-0.13 (-0.76%)
At close: 08:00PM EDT

AMG GW&K Small/Mid Cap Growth I

Greenwhich, CT 06830

600 Steamboat Road, Suite 300

AMG Funds IV

Management information
Joseph C. Craigen,Lead manager since 18 March 2021
Joe serves as a Portfolio Manager for GW&K’s Small Cap Growth Strategy and is a member of the firm’s Investment Committee. He is also a research analyst focused on our Small Cap and Small/Mid Cap Core Strategies. Joe is a seasoned analyst with expertise in a number of industries including extensive experience in the Technology sector. Prior to joining GW&K in 2008, he held research analyst positions at Citizens Funds and Needham & Company and was a research associate at Tucker Anthony. Joe received an AB in Economics from Harvard College. He has earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Growth
Fund familyAMG Funds
Net assets38.41M
YTD return2.53%
Yield0.00%
Morningstar rating★★★★
Inception date2 Nov 2010

Fund operations

Last dividend0.03
Last cap gain-9.00
Holdings turnover25.00%
Average for categoryN/A

Fees and expenses

ExpenseACWIXCategory average
Annual report expense ratio (net)1.01%1.21%
Prospectus net expense ratio1.01%N/A
Prospectus gross expense ratio1.24%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A