Nasdaq - Delayed Quote USD

AMG GW&K ESG Bond N (MGFIX)

21.11 +0.05 (+0.24%)
As of 8:06 AM EDT. Market Open.

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds (debt securities). The term “bond” includes any debt or fixed income securities. Up to 30% of its assets may be invested in below investment grade securities (commonly known as “junk bonds” or “high yield securities”). Up to 10% of the fund’s assets may be invested in non-U.S. dollar-denominated instruments, including sovereign and corporate bonds.

AMG GW&K ESG Bond N

Greenwich, Connecticut 06830
600 Steamboat Road, Suite 300

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family AMG Funds
Net Assets 413.99M
YTD Return -0.51%
Yield 3.11%
Morningstar Rating
Inception Date Apr 01, 2013

Fund Operations

Last Dividend 0.18
Last Cap Gain -19.00
Holdings Turnover 27.00%
Average for Category --

Fees & Expenses

Expense MGFIX Category Average
Annual Report Expense Ratio (net) 0.48% 0.75%
Prospectus Net Expense Ratio 0.48% --
Prospectus Gross Expense Ratio 0.49% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.74%
Max Deferred Sales Load -- 1.41%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mary F. Kane, Lead Manager since March 19, 2021
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.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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