AMG Funds I is renaming the AMG GW&K Core Bond ESG Fund as the AMG GW&K Core Bond Fund effective September 11, 2026, across Classes N, I and Z. Mary F. Kane will retire from GW&K and leave the portfolio-management team on September 30, 2026, changing the fund’s named leadership.

Key Highlights

  • Total annual operating expenses after fee waivers and expense reimbursements are 0.88% for Class N, 0.56% for Class I and 0.48% for Class Z.
  • AMG Funds LLC is the Investment manager, with GW&K Investment Management, LLC serving as subadviser.
  • Initial investment minimums range from $1,000 for Class N individual retirement accounts to $5,000,000 for Class Z regular accounts.

Core Bond Fund Name Updated

AMG Funds LLC is the investment manager, and GW&K Investment Management, LLC is the subadviser. Kozlowski is described as a partner and portfolio manager of GW&K, and McArdle as a principal and portfolio manager of GW&K. Kane’s retirement from GW&K will end her role with the fund on September 30, 2026.

Expense Rates By Class

The management fee is 0.30% for each of the three share classes. Class N also carries a 0.25% distribution and service fee, while the corresponding charge for Classes I and Z is none. Other expenses are 0.46% for Class N, 0.39% for Class I and 0.31% for Class Z. Before fee waivers and expense reimbursements, total annual fund operating expenses are 1.01% for Class N, 0.69% for Class I and 0.61% for Class Z.

Share Minimums Class-Specific

The initial investment minimum for Class N is $2,000 in a regular account and $1,000 in an individual retirement account. Class I requires $100,000 for a regular account and $25,000 for an individual retirement account. Class Z has a $5,000,000 regular-account minimum and a $50,000 individual-retirement-account minimum. Additional investments require $100 for Class N and Class I accounts, while Class Z requires $1,000.