AMG GW&K Small Cap Value Fund II - Class N (ASCTX) Research

The primary objective of this fund is to achieve substantial capital growth over the long term. Under typical conditions, at least 80% of its portfolio is allocated to common stocks and other equity instruments issued by smaller capitalization companies. For the purpose of this fund, small-cap companies are defined as those possessing a market value below $5 billion at the time of acquisition, or whose market capitalization aligns with the companies found in prominent small-cap benchmarks such as the Russell 2000®, the S&P Small Cap 600 Index, or the Dow Jones U.S. Small-Cap Total Stock Market Index. Additionally, the fund maintains the option to invest in real estate investment trusts (REITs).

Market snapshot

Symbol
ASCTX
Price
$13.75
Day change
+0.66%
Market cap
$86.1M
52-week range
12.59-20.54
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG GW&K Small Cap Value Fund II - Class I (ACRTX)
  • Soundwatch Hedged Equity Fund - Institutional Class (BHHEX)
  • Aberdeen International Sustainable Leaders Fund Class A (BJBIX)
  • BMO Moderate Allocation Fund - Y (BMBYX)
  • Wells Fargo Intrinsic World Equity Fund - Class Inst (EWENX)
  • Tributary Growth Opportunities Fd Instl (FOGRX)
  • Nationwide Small Company Growth Fund Class A (NWSAX)
  • Parnassus Fixed Income Fund - Institutional Shares (PFPLX)

Open AMG GW&K Small Cap Value Fund II - Class N (ASCTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.