About MGFIX
AMG GW&K ESG Bond Fund - Class N is an actively managed mutual fund focused on U.S. fixed income with an environmental, social, and governance framework. The fund seeks current income and capital appreciation by investing primarily in a diversified portfolio of bonds, including Treasuries, agency mortgage-backed securities, corporates, and securitized credit, while integrating ESG considerations into security selection and portfolio construction. Under normal conditions, it invests at least 80% of assets in bonds and may allocate a portion to below-investment-grade and non‑U.S. dollar instruments, providing flexibility across credit tiers and sectors. Positioned in the Intermediate Core-Plus Bond category, the strategy balances interest-rate exposure with credit opportunities, reflected in a medium duration profile and broad holdings across government and agency MBS issuers. The fund offers monthly distributions and targets a diversified income stream, supported by a long operating history and established management platform. Its role in the market is to serve as a core taxable bond allocation for investors seeking ESG integration alongside traditional core-plus fixed income characteristics and risk factors.
Fund Family AMG Funds
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol MGFIX
Share Class Class N
Index Bloomberg U.S. Aggregate Bond TR
MGFIX had a total return of -2.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.56%.
