AMG GW&K International Small Cap Fund

Frequently Asked Questions About MECAX

What does MECAX invest in?

This fund primarily aims to achieve its investment goals by allocating capital to stocks issued by smaller companies situated outside the United States. Ordinarily, a minimum of 40% of its total assets will be directed toward investments with economic ties to non-U.S. countries, ensuring the portfolio includes holdings linked to at least three different international markets.

What is the expense ratio of MECAX?

AMG GW&K International Small Cap Fund (MECAX) charges an expense ratio of 1.14%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MECAX?

AMG GW&K International Small Cap Fund (MECAX) is one share class of a fund that manages $46.7M across all of its share classes (MECIX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is MECAX actively managed or an index fund?

MECAX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (MECAX's is 1.14%) in exchange for the discretion to over- or under-weight positions.

When was MECAX launched?

AMG GW&K International Small Cap Fund (MECAX) launched in March 1996 and is managed by AMG.

How has MECAX performed?

MECAX'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.