GWEIX Mutual Fund

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 98 positions across sectors including Industrials, Health Care, Financials. Inception date: 2009-07-27.

GWEIX performance shows a YTD return of 12.50%. The 1-year return is 24.71% and the 5-year return is 5.43%. GWEIX dividend yield stands at 7.02%, paid annually.

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

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