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AMG Trilogy Emerging Wealth Equity I (TYWSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.240.00 (0.00%)
At close: 09:01PM EDT

AMG Trilogy Emerging Wealth Equity I

One Stamford Plaza, 263 Tresser Boulevard, Suite 949

AMG Funds

800.835.3879
Management information
,Lead manager since 18 March 2015
Mr. Masi serves as Partner and Portfolio Manager at GW&K, positions he has held since 2021 and 2019, respectively. Prior to becoming a Partner in 2021, Mr. Masi served as Vice President and Portfolio Manager since 2019. He is a member of GW&K’s Investment Committee. Previously, Mr. Masi served as a partner and co-portfolio manager of Trilogy’s Emerging Wealth Equity Strategy. Previously, Tom was a Managing Director, Senior Portfolio Manager, and senior member of the Asset Management's Investment Strategy Committee at SG Cowen Asset Management and led a group that managed $1.5 billion in client assets. Tom also worked at Kidder Peabody Asset Management as a Senior Vice President and Senior Portfolio Manager, where his team managed over $500 million in equity, fixed income and balanced separate accounts, in addition to the Kidder, Peabody Equity Income Fund and the firm's 401K and pension plans. Tom has a B.A. in Economics from Rutgers University and an M.B.A. in Finance from the Rutgers Graduate School of Management, and is a CFA charter-holder.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryDiversified Emerging Mkts
Fund familyAMG Funds
Net assets10.38M
YTD return0.39%
Yield1.68%
Morningstar rating★★
Inception date18 Mar 2015

Fund operations

Last dividend0.17
Last cap gain-38.00
Holdings turnover27.00%
Average for categoryN/A

Fees and expenses

ExpenseTYWSXCategory average
Annual report expense ratio (net)1.00%1.23%
Prospectus net expense ratio1.00%N/A
Prospectus gross expense ratio1.01%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A