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AMG GW&K Small Cap Value N (SKSEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.72+0.80 (+2.67%)
As of 08:06AM EDT. Market open.

AMG GW&K Small Cap Value N

One Stamford Plaza, 263 Tresser Boulevard, Suite 949

AMG Funds

800.835.3879
Management information
Jeffrey O. Whitney,Lead manager since 3 December 2020
Jeff is a Portfolio Manager for the GW&K Small Cap Value Strategy and is a member of the firm’s Investment Committee. Jeff also provides research support for our other equity strategies. As a seasoned analyst with extensive experience covering the Financial Services sector he identifies investment opportunities and analyzes companies within this sector, with a greater focus on the small and mid cap market segments. Jeff also serves as the lead analyst on our Equity Dividend Plus Strategy given its typically large weighting in Financial stocks. Prior to joining the firm he was an Assistant Portfolio Manager at ING Investment Management and a Vice President and Equity Analyst at J.P. Morgan Fleming Asset Management. He started his investment career in 1992 working for Dean Witter Intercapital as an Investment Management Associate. Jeff earned a BS in Finance from Central Connecticut State University and an MBA from Vanderbilt University. He also earned the CFA designation and is a member of the CFA Institute.
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 Blend
Fund familyAMG Funds
Net assets249.64M
YTD return-0.24%
Yield0.65%
Morningstar rating★★
Inception date22 Apr 1987

Fund operations

Last dividend0.20
Last cap gain22.00
Holdings turnover14.00%
Average for categoryN/A

Fees and expenses

ExpenseSKSEXCategory average
Annual report expense ratio (net)1.15%1.03%
Prospectus net expense ratio1.15%N/A
Prospectus gross expense ratio1.18%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A