AMG GW&K Small Cap Core Service

The investment seeks to provide investors with long-term capital appreciation.
The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It will ordinarily invest in approximately 55-90 stocks. The fund primarily invests in common stock and preferred stock of U.S. small-capitalization companies. Small-capitalization companies are those with a market capitalization of less than $3.5 billion at the time of purchase or otherwise within the range of capitalizations of companies in the Russell 2000® Index.

Key stats

Management firm  AMG Funds
Domicile  United States
Fund Administrator  AMG Funds LLC
Global Branding Name  AMG
Fund currency  USD
Launch Date  2009-07-27
ISIN  US00170K8779
SEDOL  BN89MY7
Manager 1 Name  Jeffrey Thibault
Manager 2 Name  Daniel Miller
Fund Strategy  Small Growth
Benchmark  Russell 2000 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-09-30
Return - 1 Month  -4.54%
Return - 2 Months  -1.30 %
Return - 3 Months  -6.92%
Return - 6 Months  -6.11 %
Return - 9 months  -6.92 %
Return - 12 Months  1.16%
Annualized return 24 months  16.11 %
Annualized return 36 months  20.53 %
Annualized return 48 months  15.97 %
Annualized return 60 months  16.20 %
Annualized return since Inception  17.29%
Return YTD  -6.92%

Ratings

Morning Star Rating Date   2014-09-30
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Minimum Investment  $100,000
Maximum Managment Charge  0.75 %

Contact

Contact Address  AMG Funds
Contact Address 2  800 Connecticut Avenue
Contact Address 3  Norwalk CT 06854
Contact city  Norwalk
Contact country  United States
Fund Admin Group  AMG Funds
Web Address  www.amgfunds.com
Custodian  The Bank of New York Mellon
Phone  800.835.3879

Price

Last Price Date  2014-10-17
Pre-tax nav  22.50
Price change  $0.02
Price change (percentage)  0.09 %

Funds Disclaimer

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Ratings Disclaimer

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