ACWZX – AMG GW&K Small/Mid Cap Growth Z Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-capitalization companies. The manager currently defines small- and mid-capitalization companies to be those with market capitalizations at the time of purchase within the range of capitalizations of companies in the Russell 2500® Growth Index. The subadviser seeks to identify quality companies with growth oriented characteristics.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ACWDX	AMG GW&K Small/Mid Cap Growth Fund – N	No Load	Open			Nov 3, 2010	$29.97M	1.020%	Average	$2,000	−$1.79M
ACWIX	AMG GW&K Small/Mid Cap Growth Fund – I	Institutional	Open			Jun 1, 2011	$11.55M	0.870%	Below Average	$100,000	−$390,928.50
ACWZX	AMG GW&K Small/Mid Cap Growth Fund Class Z Shares	Institutional	Open			Aug 31, 2021	$38,756.00	0.820%	Below Average	$5M	$318.25

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