AMG GW&K Small/Mid Cap Growth Fund Class Z Shares
ACWZX
NASDAQ
| Weiss Ratings | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | AMG Funds | |||
| Manager/Tenure (Years) | Joseph C. Craigen (4), Daniel L. Miller (4) | |||
| Website | http://www.amgfunds.com | |||
| Fund Information | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | AMG GW&K Small/Mid Cap Growth Fund Class Z Shares | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Aug 31, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | 1,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.59% | |||
| Asset Allocation | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.35% | |||
| Stock | 98.66% | |||
| U.S. Stock | 96.76% | |||
| Non-U.S. Stock | 1.90% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.47% | |||
| 30-Day Total Return | 5.08% | |||
| 60-Day Total Return | 4.28% | |||
| 90-Day Total Return | 10.72% | |||
| Year to Date Total Return | 5.14% | |||
| 1-Year Total Return | 8.61% | |||
| 2-Year Total Return | 22.22% | |||
| 3-Year Total Return | 42.64% | |||
| 5-Year Total Return | 57.22% | |||
| Price | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $19.00 | |||
| 1-Month Low NAV | $17.99 | |||
| 1-Month High NAV | $19.07 | |||
| 52-Week Low NAV | $14.35 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.68 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.17 | |||
| Standard Deviation | 19.26 | |||
| Balance Sheet | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 37.16M | |||
| Operating Ratios | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.82% | |||
| Turnover Ratio | 19.00% | |||
| Performance | ACWZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 18.30% | |||
| Last Bear Market Total Return | -16.25% | |||