Fund Overview
Share Class
I
Morningstar | Style Box
NAV | as of 12/12/2018
$10.88+$0.09 (+0.83%)
Quarterly Performance (%)
vs. Benchmark as of 09/30/2018
Fund Inception 06/30/2015
| YTD | 1YR | 3YR | 5YR | 10YR | INCEP. | |
|---|---|---|---|---|---|---|
| GWGIX | 10.94 | 16.10 | 13.10 | - | - | 7.25 |
| Russell 2500® Index | 10.41 | 16.19 | 16.13 | 11.37 | 12.02 | 11.02 |
The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month end please call 800.835.3879 or visit our website at amgfunds.com. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses.
Expense Ratios
- Gross Expense Ratio: 1.63%
- Net Expense Ratio: 0.94%
- Expense Cap Expiration Date: 05/01/2019
Read Important Investment Disclosures
Objective
The Fund seeks to provide long-term capital appreciation by primarily investing in small to mid cap stocks exhibiting growth and value characteristics.
Why Consider
- Provides investors with exposure to a portfolio of small and mid cap companies which may offer a greater universe of opportunities
- Manages risk with a sell discipline and exposure limits for each company and diversification of sector and growth profiles embedded in the portfolio construction process
- Employs a fundamental, research-oriented investment process that is built on the belief that a company's ability to generate consistent, long-term sustainable earnings growth will drive enhanced stock price performance over time
