Fund Notice This fund is available only to clients participating in select SMA strategies offered by GW&K Investment Management Fund Overview Fund Overview Call Us Advisors: 800.368.4410 Investors: 800.548.4539 Share Class SMA NAV | as of 07/17/2025 $9.97 +$0.00 (+0.00%) Documents Prospectus Summary Prospectus SAI View All Documents Investment Style AMG GW&K Securitized Bond SMA Shares has a Fixed Income objective, seeking to achieve a high level of current income. High Med. Low Ltd. Mod. Ext. Fixed Income Objective AMG GW&K Securitized Bond SMA Shares Morningstar Ratings Risk-adjusted returns as of 06/30/2025 Overall Rating — 3 Years — 5 Years — 10 Years — Category Intermediate Core Bond Read Important Investment Disclosures Brendan Doucette PRINCIPAL, SENIOR SECURITIZED ANALYST Brendan is responsible for analyzing and trading securitized products across GW&K’s Taxable Bond Strategies and serves as a portfolio manager for the Government Bond Strategy. He oversees investment strategy related to securitized assets with a primary focus on valuing opportunities, security selection, and managing exposure. Brendan is a member of the firm’s Investment Committee. Most recently Brendan was an assistant portfolio manager at Federal Home Loan Bank of Boston responsible for trading agency mortgage-backed securities and managing a $3.5 billion whole loan mortgage portfolio. He was also a vice president with Newfleet Asset Management, where he built proprietary analytical tools to improve the management of mortgage-backed securities (MBS). Brendan spent seven years at Securities Finance and Trust Company where he was responsible for a $10 billion portfolio mainly consisting of non-agency residential MBS. Brendan received a BS in Accounting from Quinnipiac University and an MBA with distinction from S.C. Johnson Graduate School of Management at Cornell University. Brett Kozlowski, CFA PRINCIPAL, PORTFOLIO MANAGER Brett is a member of GW&K’s Taxable Bond Team responsible for opportunistic and strategic portfolio positioning, performance, and risk management for all of the firm’s Taxable Bond Strategies. He brings to the team broad fixed income research and management knowledge, with a particular focus on the structured credit universe. His experience is well aligned with GW&K’s long-standing philosophy of applying an active total return approach supported by in-depth independent research. He is a member of the firm’s Investment Committee. Prior to joining GW&K, Brett was co-head of Structured Credit at Franklin Templeton, where he managed multi-asset fixed-income funds and structured credit-specific mandates. He led the creation of a Collateralized Loan Obligation (CLO) investment strategy, developed a credit model and OAS framework, and oversaw over $1 billion in new investments across accounts. Previously, he was a lead portfolio manager at Putnam Investments, responsible for investment allocations, research, analysis, and trading across structured products, managing over $12 billion in assets. Prior to Putnam, Brett held roles in portfolio management, research, and trading, beginning his investment career at Fidelity Investments. Brett graduated with a Bachelor of Science degree in Economics with a minor in Mathematics from Massachusetts Institute of Technology. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston. About the Affiliate About GW&K Investment Management GW&K Investment Management is a dynamic investment management firm that offers asset allocation, active equity, and fixed income investment solutions to help meet the needs of a diverse client base. GW&K’s founding principles of applying rigorous fundamental research, focusing on quality, and maintaining a long-term view still guide its investment process today. Learn More About GW&K Investment Management's Approach FOUNDED 1974 AMG AFFILIATE SINCE 2008 HEADQUARTERS Boston, MA Portfolio Managers Brendan Doucette PRINCIPAL, SENIOR SECURITIZED ANALYST Read full bio Brett Kozlowski, CFA PRINCIPAL, PORTFOLIO MANAGER Read full bio Related products Other Products From GW&K Investment Management MBGVX AMG GW&K Core Bond ESG Fund View Fund Details MGFIX AMG GW&K ESG Bond Fund View Fund Details MECAX AMG GW&K International Small Cap Fund View Fund Details GWMTX AMG GW&K Municipal Bond Fund View Fund Details MESHX AMG GW&K Municipal Enhanced SMA Shares View Fund Details GWMNX AMG GW&K Municipal Enhanced Yield Fund View Fund Details GWETX AMG GW&K Small Cap Core Fund View Fund Details SKSEX AMG GW&K Small Cap Value Fund View Fund Details GWGVX AMG GW&K Small/Mid Cap Core Fund View Fund Details ACWDX AMG GW&K Small/Mid Cap Growth Fund View Fund Details Stay up-to-date Sign up to receive our latest views and thinking, in addition to other news and product-related information. CHOOSE SUBSCRIPTIONS