AMG Funds - AMG GW&K Emerging Wealth Equity Fund
One Stamford Plaza, 263 Tresser Boulevard, Suite 949
AMG Funds
800.835.3879
管理資訊
,自 2015年3月18日 起的牽頭經辦人
Mr. Masi serves as Partner and Portfolio Manager at GW&K, positions he has held since 2021 and 2019, respectively. Prior to becoming a Partner in 2021, Mr. Masi served as Vice President and Portfolio Manager since 2019. He is a member of GW&K’s Investment Committee. Previously, Mr. Masi served as a partner and co-portfolio manager of Trilogy’s Emerging Wealth Equity Strategy. Previously, Tom was a Managing Director, Senior Portfolio Manager, and senior member of the Asset Management's Investment Strategy Committee at SG Cowen Asset Management and led a group that managed $1.5 billion in client assets. Tom also worked at Kidder Peabody Asset Management as a Senior Vice President and Senior Portfolio Manager, where his team managed over $500 million in equity, fixed income and balanced separate accounts, in addition to the Kidder, Peabody Equity Income Fund and the firm's 401K and pension plans. Tom has a B.A. in Economics from Rutgers University and an M.B.A. in Finance from the Rutgers Graduate School of Management, and is a CFA charter-holder.
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Diversified Emerging Mkts
基金家族AMG Funds
淨資產10.38M
本年度至今日回報0.39%
收益率1.68%
晨星評級★★
成立日期2015年3月18日
基金運作
上次股息0.17
上次資本增益-38.00
持股週轉率27.00%
組別平均無
費用與支出
支出TYWSX類別平均
年報支出比率 (淨值)1.00%1.23%
招股書淨支出比率1.00%無
招股書總支出比率1.01%無
最高 12b1 費用無無
最高首次認購費無5.18%
最高遞延銷售費用無1.16%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
