BRWIX:NASDAQ
AMG Boston Common Global Impact Fund - Class I – BRWIX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 37.33 | 0.23 (+0.62%) | 36.69 - 42.08 | -- |
Market data as of 12:00AM 04/02/25. Quotes are delayed by at least 15 min.
Overview - BRWIX
The investment seeks long-term capital appreciation.
The Subadviser seeks to preserve and build capital over the long term through investing in a diversified portfolio of global equity securities. Under normal circumstances, the fund invests at least 40% of its net assets in investments economically tied to countries other than the U.S., and it will hold investments economically tied to a minimum of three countries other than the U.S. The adviser considers an investment to be economically tied to a country other than the U.S. if it provides investment exposure to a non-U.S. issuer.
Growth of $10,000 (10 Years)
| Total Return | 9.65% |
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| Yield (Trailing 12 Mo.) | 1.17% |
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| Expense Ratio | 0.95% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $2,000 |
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| Management Tenure | 4 Years |
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| Fund Inception | 12/30/1985 |
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Trailing Total Returns - BRWIX
as of 02/28/2025
| Timeframe | BRWIX | S&P 500 | Global Large-Stock Blend |
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| 1 Month | -2.22% | -1.30% | -0.36% |
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| 3 Month | -4.59% | -0.97% | -0.27% |
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| Year-to-Date | 0.49% | 1.44% | 3.13% |
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| 1 Year | 1.84% | 18.41% | 11.87% |
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| 3 Year | 0.23% | 12.55% | 7.71% |
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| 5 Year | 6.83% | 16.85% | 11.29% |
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| 10 Year | 7.46% | 12.98% | 8.21% |
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| Since Inception | 9.65% | 11.12% | -- |
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Sector Allocation - BRWIX
as of 02/28/2025
| Basic Materials | | 6.60% |
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| Consumer Cyclical | | 8.32% |
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| Financial Services | | 18.20% |
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| Real Estate | | 2.23% |
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| Consumer Defensive | | 2.77% |
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| Healthcare | | 12.30% |
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| Utilities | | 1.25% |
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| Communication Services | | 8.38% |
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| Energy | | 0.00% |
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| Industrials | | 15.07% |
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| Technology | | 24.89% |
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Asset Allocation - BRWIX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 59.88 | 59.88 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 38.54 | 38.54 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 98.42 | 98.42 |
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| Cash | -- | | | 1.58 | 1.58 |
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| Total Net Assets | $515.98M |
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| Total Stock Holdings | 68 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - BRWIX
as of 02/28/2025
| Company | YTD Return | % of Assets |
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| MSFT | -- | 3.61% |
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| AAPL | -- | 3.16% |
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| GOOGL | -- | 3.02% |
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| NVDA | -- | 2.94% |
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| Smurfit WestRock PLC | -- | 2.60% |
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| BYD Co Ltd Class H | -- | 2.55% |
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| TSM | -- | 2.50% |
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| NFLX | -- | 2.49% |
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| CRH | -- | 2.47% |
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| V | -- | 2.43% |
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Valuation & Growth - BRWIX
as of 02/28/2025
| Valuation | BRWIX | Category Range |
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| Price/Earnings | 22.08 | |
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| Price/Book | 3.28 | |
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| Price/Sales | 2.93 | |
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| Price/Cash Flow | 16.08 | |
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| Dividend Yield | 1.83 | |
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| LT Earnings | 10.28 | |
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| Historical Earnings | 15.11 | |
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| Sales Growth | 5.6 | |
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| Cash-Flow Growth | 6.93 | |
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| Book-Value Growth | 10.81 | |
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