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Morningstar

AMG GW&K Small/Mid Cap Growth I ACWIX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 16.93  /  +0.18 %
  • Total Assets 38.3 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 25%

USD | NAV as of Jul 03, 2024 | 1-Day Return as of Jul 03, 2024, 12:48 AM GMT+0

Morningstar’s Analysis ACWIX

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

  • People Pillar

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

AMG GW&K Small/ Mid Cap Growth I’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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ACWIX

More ACWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Entegris Inc

2.41 923,871
Technology

Manhattan Associates Inc

2.37 910,652
Technology

CyberArk Software Ltd

2.16 830,114
Technology

Texas Roadhouse Inc

2.15 826,226
Consumer Cyclical

Burlington Stores Inc

1.93 742,955
Consumer Cyclical

SiteOne Landscape Supply Inc

1.89 725,796
Industrials

RBC Bearings Inc

1.78 683,278
Industrials

Cash & Cash Equivalents

1.75 674,000
Cash and Equivalents

Grand Canyon Education Inc

1.72 662,297
Consumer Defensive

Insmed Inc

1.72 662,252
Healthcare