BRWIX Mutual Fund

NAV$53.20

Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.93%
Dividend Yield (Current)
0.65%
Holdings
66
Inception Date
Dec 30, 1985
Fund Family
AMG Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+13.05%
1 Year+27.57%
3 Year+13.37%
5 Year+4.64%
10 Year+16.04%

Asset Allocation

Stocks: 99.03%
Cash: 0.97%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
NVDANvidia Corp4.87%
GOOGAlphabet Inc series C4.62%
TSM:TWTaiwan Semi. Mfg. Co., Adr4.39%
005930:KRSamsung Electronics Co. Ltd.3.37%
MSFTMicrosoft Corp 4.100 Feb 06 373.17%
Top 10 Concentration: 31.69%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
0.65%
Frequency
Annually
Latest Distribution
$0.29
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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BRWIX Mutual Fund Overview

BRWIX Mutual Fund (AMG Boston Common Global Impact Fund Class I) is managed by AMG Funds. BRWIX expense ratio is 0.93%, holding 66 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 1985-12-30.

BRWIX performance shows a YTD return of 13.05%. The 1-year return is 27.57% and the 5-year return is 4.64%. BRWIX dividend yield stands at 0.65%, paid annually.

BRWIX top holdings include Nvidia Corp (4.9%), Alphabet Inc series C (4.6%), Taiwan Semi. Mfg. Co., Adr (4.4%), Samsung Electronics Co. Ltd. (3.4%), Microsoft Corp 4.100 Feb 06 37 (3.2%). View all BRWIX holdings, sector breakdown, or dividend history.

BRWIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.