AMG GW&K Global Allocation Fund (MBESX) Research
The AMG GW&K Global Allocation Fund utilizes a balanced investment strategy, allocating between 55% and 70% of its total capital to equity securities. The remainder of its portfolio, specifically 30% to 45% of net assets, is invested in fixed-income instruments, cash, and highly liquid equivalents. The equity component of the fund predominantly consists of a broadly diversified, worldwide collection of stocks. This includes various forms of equity such as common and preferred shares, convertible bonds, exchange-traded funds (ETFs), and international depositary receipts (like ADRs and GDRs) for companies primarily listed outside the United States.
Market snapshot
- Symbol
- MBESX
- Price
- $11.84
- Day change
- 0.00%
- Market cap
- $24.6M
- 52-week range
- 11.75-15.46
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Victory US 500 Enhanced Volatility Wtd Index Fund (CUHAX)
- Victory US 500 Enhanced Volatility Wtd Index Fund (CUHCX)
- Fidelity Simplicity RMD Income Fund (FIRNX)
- Guinness Atkinson Dividend Builder Fund (GAINX)
- Janus Henderson Emerging Markets Fund (HEMCX)
- Janus Henderson Emerging Markets Fund (HEMSX)
- FundX Aggressive Upgrader Fund (HOTFX)
- Victory RS Small Cap Equity Fund (RSCYX)
Open AMG GW&K Global Allocation Fund (MBESX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.