Fund Overview Fund Overview Call Us Advisors: 800.368.4410 Investors: 800.548.4539 Investment Style AMG GW&K Core Bond ESG Fund 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 Core Bond ESG Fund is categorized as Medium-Moderate. It combines medium credit quality with moderate interest-rate sensitivity. Morningstar Ratings Risk-adjusted returns as of 03/31/2026 Overall Rating (of 417) 3 Years (of 417) 5 Years (of 377) 10 Years (of 279) Category Intermediate Core Bond Read Important Investment Disclosures Performance Performance Read Important Investment Disclosures Portfolio & Holdings Portfolio & Holdings 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 Mary F. Kane, CFA PORTFOLIO MANAGER Read full bio Brett Kozlowski, CFA PARTNER, PORTFOLIO MANAGER Read full bio Mary F. Kane, CFA PORTFOLIO MANAGER [vc_row][vc_column][vc_column_text css=""]Mary is responsible for the implementation and execution of all GW&K taxable fixed- income portfolios. She has a long-tenured and successful career in building taxable fixed- income portfolios and mutual funds that serve a wide range of clients. Mary is a proven leader and manages all aspects of GW&K’s taxable bond portfolio management, research, and trading. She is a member of the firm's Investment, Responsible Investment, and Global Allocation Committees. Prior to joining GW&K, Mary was a managing director and portfolio manager with Fortis Investments where she was responsible for all of the firm's U.S. Dollar-denominated taxable bond mutual funds. Previously she was a vice president at Invesco, where she served as a senior high-yield credit analyst and managed various institutional fixed-income mandates. She began her investment career as a fixed-income trader and credit analyst at Gardner and Preston Moss. Mary graduated cum laude from Wheaton College where she earned a Bachelor of Arts in Economics and received her MBA from Boston University's Questrom School of Business. She is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.[/vc_column_text][/vc_column][/vc_row] Brett Kozlowski, CFA PARTNER, PORTFOLIO MANAGER [vc_row][vc_column][vc_column_text css=""]Brett is a partner of the firm and 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. Brett is also a member of the firm’s Management and Investment Committees. 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, a role in which he was 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, and he initially started his investment career at Fidelity Investments. Brett graduated with a Bachelor of Science 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. [/vc_column_text][/vc_column][/vc_row] Investment Approach Investment Approach AMG GW&K Core Bond ESG Fund GW&K believes that a multi-sector approach takes advantage of the relative valuations among distinct bond sectors and provides greater opportunities to generate income and capital appreciation, while helping to manage risk in changing economic environments. The Fund invests in a diversified portfolio of fixed income securities. Typically, when deciding which securities to buy or sell, GW&K: Incorporates ESG factors among many other fundamental, technical, and valuation factors Seeks companies that maintain sustainable competitive advantages and expect to benefit from emerging cyclical or secular drivers Seeks to identify companies that are undervalued due to temporary or discrete events Identifies companies that it believes are leaders in effectively addressing exposure to ESG risks through robust business practices, policies, and programs, or companies that have more limited exposure to ESG risks. Uses top-down research that focuses on managing: duration, yield curve, credit quality, volatility, and liquidity Uses bottom-up research that focuses on: fundamental analysis, valuation analysis, and technical analysis Related products Other Products From GW&K Investment Management 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 GWMNX AMG GW&K Municipal Enhanced Yield Fund View Fund Details GWSBX AMG GW&K Securitized Bond SMA Shares View Fund Details GWETX AMG GW&K Small Cap Core Fund View Fund Details MCGFX AMG GW&K Small Cap Growth 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