Morningstar

AMG GW&K International Small Cap Fund - Class Z MECZX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $59.45  /  +0.66 %
  • Fund Size $47.4M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Small/Mid Blend
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 3.43%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis MECZX

Will MECZX outperform in the 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 MECZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG GW&K International Small Cap Z holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MECZX

More MECZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Senshu Electric Co Ltd

3.52 2M
Technology

Gift Holdings Inc

2.82 1M
Consumer Cyclical

Phoenix Financial Ltd

2.33 1M
Financial Services

MISUMI Group Inc

2.10 980,803
Industrials

Cairn Homes PLC

2.04 954,369
Consumer Cyclical

Broadleaf Co Ltd

1.98 924,604
Technology

Sanki Engineering Co Ltd

1.96 918,792
Industrials

Tel Aviv Stock Exchange Ltd Ordinary Shares

1.95 913,737
Financial Services

Nihon Falcom Corp

1.91 893,522
Communication Services

ULS Group Inc

1.82 851,351
Technology

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