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Morningstar

AMG GW&K Small Cap Value N SKSEX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 28.01  /  0.11 %
  • Total Assets 272.7 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.58%
  • Turnover 41%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SKSEX

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

People Pillar

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

Summary

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Weakness in AMG GW&K Small Cap Value N's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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