GWETX Mutual Fund

GWETX Mutual Fund (AMG GW&K Small Cap Core Fund Class N) is managed by AMG Funds with $10.1M in net assets. GWETX expense ratio is 1.30%, holding 101 positions across sectors including Industrials, Health Care, Financials. Inception date: 1996-12-10.

GWETX performance shows a YTD return of 17.31%. The 1-year return is 40.50% and the 5-year return is 9.46%. GWETX dividend yield stands at 6.80%, paid annually.

GWETX top holdings include Advanced Energy Industries, Inc. (2.3%), Sterling Construction Co Inc (2.2%), Rbc Bearings Inc (2.1%), Macom Technology Solutions Holdings (2.1%), Spx Corp (2.0%). Go to all GWETX holdings, GWETX sectors, or GWETX dividends.

GWETX can be compared against other funds. Use GWETX overlap to find shared positions, or GWETX vs another fund for a side-by-side view. GWETX alternatives are available via the screener, along with tax-loss harvesting opportunities.