- What does ACWDX invest in?
- Typically, this fund commits a minimum of 80% of its total assets, including any funds borrowed for investment, to equities issued by smaller and mid-sized enterprises. The portfolio manager defines these small and mid-cap companies as those whose market valuations, at the time of purchase, align with the market capitalization range of firms within the Russell 2500® Growth Index. The subadviser's aim is to identify high-quality businesses that display robust growth characteristics.
- What is the expense ratio of ACWDX?
- AMG GW&K Small/Mid Cap Growth Fund Class N (ACWDX) charges an expense ratio of 1.02%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is ACWDX?
- AMG GW&K Small/Mid Cap Growth Fund Class N (ACWDX) manages $45.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is ACWDX actively managed or an index fund?
- ACWDX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (ACWDX's is 1.02%) because there's no security selection cost.
- When was ACWDX launched?
- AMG GW&K Small/Mid Cap Growth Fund Class N (ACWDX) launched in November 2010 and is managed by the fund issuer.
- How has ACWDX performed?
- ACWDX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
