AMG GW&K Global Allocation Fund
MBEYX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- AMG Funds II MA United States of America
- IPO Date
- Dec 31, 1996
- CIK
- 0000879947
- Similar Companies
- Business
- AMG GW&K Global Allocation Fund (MBEYX) is a mutual fund managed as part of AMG Funds II that seeks long-term capital appreciation with moderate current income through a diversified global allocation strategy. The fund normally invests 55-70% of its net assets in equity securities, including common and preferred stocks, convertible securities, exchange-traded funds (ETFs), American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and other depositary receipts of non-U.S. listed companies; the remainder is allocated to fixed income securities, cash, and cash equivalents, with 30-45% targeted in fixed income including short-duration instruments. It operates within the multi-asset segment, targeting individual and institutional investors seeking balanced exposure to global equities and bonds, with a focus on diversified portfolios across domestic and international markets. The fund is subadvised by GW&K Investment Management LLC, an independent firm founded in 1974 and headquartered at 222 Berkeley Street, 15th Floor, Boston, Massachusetts 02116, which became an affiliate of Affiliated Managers Group (AMG) in 2008. GW&K provides research-driven active management across equity and fixed income strategies, serving a client base that includes individuals, corporations, public funds, endowments, foundations, and financial institutions, with assets under management exceeding $51 billion as of mid-2024. Recent developments include GW&K's celebration of its 50th anniversary in July 2024, highlighting its evolution from initial municipal bond strategies to a broad suite of offerings, bolstered by the ongoing AMG partnership that enhances distribution and product development. In December 2025, GW&K-affiliated funds underwent strategic updates, such as the renaming and strategy overhaul of the Small Cap Growth Fund to AMG GW&K Small Cap Growth Fund, alongside the launch of the AMG GW&K Muni Income ETF (MUNX), reflecting expanded multi-asset and fixed income capabilities under the AMG umbrella. No specific acquisitions, funding rounds, or reorganizations directly impacting the Global Allocation Fund were reported in the last 1-2 years, though GW&K continues to innovate within AMG's distributed mutual fund and ETF platforms.