GWEIX Mutual Fund
GWEIX Mutual Fund
AMG GW&K Small Cap Core Fund Class I
GWEIX Mutual Fund Overview
GWEIX Mutual Fund (AMG GW&K Small Cap Core Fund Class I) is managed by AMG Funds with $311.7M in net assets. GWEIX expense ratio is 0.95%, holding 101 positions across sectors including Industrials, Health Care, Financials. Inception date: 2009-07-27.
GWEIX performance shows a YTD return of 17.53%. The 1-year return is 31.41% and the 5-year return is 8.11%. GWEIX dividend yield stands at 6.72%, paid annually.
GWEIX 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%). View all GWEIX holdings, sector breakdown, or dividend history.
GWEIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GWEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.