BRWIX Mutual Fund

BRWIX Mutual Fund

NAV$53.43
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.93%
Dividend Yield (Current)
0.67%
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+11.31%
1 Year+24.29%
3 Year+11.39%
5 Year+3.48%
10 Year+10.55%

Asset Allocation

Stocks: 99.03%
Cash: 0.97%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.4.87%
GOOGAlphabet Inc. C4.62%
TSM:TWTaiwan Semiconductor - Adr4.39%
005930:KRSamsung Electronics (Equity)3.37%
MSFTMicrosoft Corp3.17%
Top 10 Concentration: 31.69%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
0.67%
Frequency
Annually
Latest Distribution
$0.29
-

Peer Comparison

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

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 11.31%. The 1-year return is 24.29% and the 5-year return is 3.48%. BRWIX dividend yield stands at 0.67%, paid annually.

BRWIX top holdings include Nvidia Corp. (4.9%), Alphabet Inc. C (4.6%), Taiwan Semiconductor - Adr (4.4%), Samsung Electronics (Equity) (3.4%), Microsoft Corp (3.2%). Go to all BRWIX holdings, BRWIX sectors, or BRWIX dividends.

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