- What are the top holdings of MBEAX?
- AMG GW&K Global Allocation Fund Class N holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does MBEAX have?
- MBEAX holds — positions as reported by the fund's most recent disclosure.
- What sectors does MBEAX invest in?
- AMG GW&K Global Allocation Fund Class N (MBEAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is MBEAX most exposed to?
- MBEAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is MBEAX a US-only fund?
- The country allocation card on this page shows MBEAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does MBEAX invest in?
- This fund aims to achieve long-term capital growth while also providing a moderate level of current income. To meet these objectives, the portfolio strategically allocates between 55% and 70% of its net assets to equity investments. The remainder of its holdings, ranging from 30% to 45%, consists of fixed income securities and highly liquid assets like cash. The equity portion is primarily invested in a globally diversified selection of stocks. This includes various types of equity instruments such as common and preferred shares, securities that can be converted into stock, and exchange-traded funds (ETFs). Furthermore, it gains exposure to companies listed outside the U.S. through vehicles like American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and similar depositary instruments.
