Singapore markets closed

AMG GW&K International Small Cap N (MECAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
43.75+0.17 (+0.39%)
As of 08:05AM EDT. Market open.

AMG GW&K International Small Cap N

Greenwich, Connecticut 06830

600 Steamboat Road, Suite 300

AMG Funds III

Management information
Karl M. Kyriss,Lead manager since 7 October 2020
Karl is a partner of the firm as well as a portfolio manager on GW&K’s International and Global Small Cap Strategies. He is a sector generalist primarily covering companies across Europe, Canada, and North America. He is a member of the firm's Investment Committee. Prior to joining GW&K, Karl spent six years as an equity research analyst at GTP LLC and Deutsche Asset Management. There he performed company research across several industries to identify investment ideas for global equity funds. As a senior member of the team he held substantial responsibility for management, research and client service. Karl began his career in financial services at Morgan Stanley, followed by Merrill Lynch, and held various roles in fixed income sales and trading. Karl received an MBA from the University of Michigan and a BS in Neuroscience from the University of Scranton. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq8.gif
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

CategoryForeign Small/Mid Growth
Fund familyAMG Funds
Net assets41.11M
YTD return7.58%
Yield1.39%
Morningstar rating★★★
Inception date24 Jun 1993

Fund operations

Last dividend0.64
Last cap gain-31.00
Holdings turnover25.00%
Average for categoryN/A

Fees and expenses

ExpenseMECAXCategory average
Annual report expense ratio (net)0.99%1.30%
Prospectus net expense ratio0.99%N/A
Prospectus gross expense ratio1.39%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A