AMG GW&K ESG Bond I
Greenwich, Connecticut 06830
600 Steamboat Road, Suite 300
AMG Funds III
管理資訊
Mary F. Kane,自 2021年3月18日 起的牽頭經辦人
Mary is responsible for overseeing all aspects of our taxable fixed income team, including portfolio management, research and trading. She is also a member of the firm’s Investment and ESG Committees. Before joining GW&K in 2005, she was a Managing Director and Portfolio Manager with Fortis Investments where she was responsible for all of the firm’s U.S. dollar-denominated taxable bond mutual funds. Prior to that, Mary was a Vice President at Invesco, where she managed various institutional mandates, including several large pensions, endowments and foundations. In this capacity, she also served as a senior high yield credit analyst. She started her investment career as a Fixed Income Trader and Credit Analyst at Gardner and Preston Moss. Mary graduated cum laude from Wheaton College where she earned an AB in Economics and she received her MBA from Boston University’s Questrom School of Business. She is a CFA charterholder and a member of the CFA Institute and the CFA Society Boston.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Intermediate Core-Plus Bond
基金家族AMG Funds
淨資產413.99M
本年度至今日回報-0.46%
收益率3.31%
晨星評級★★★
成立日期2013年3月31日
基金運作
上次股息0.19
上次資本增益-19.00
持股週轉率27.00%
組別平均無
費用與支出
支出MGBIX類別平均
年報支出比率 (淨值)0.48%0.75%
招股書淨支出比率0.48%無
招股書總支出比率0.49%無
最高 12b1 費用無無
最高首次認購費無3.74%
最高遞延銷售費用無1.41%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
