GWEIX Mutual Fund Analysis & Holdings | MarketXLS

GWEIX Mutual Fund

NAV$39.30

AUM$312M

TER0.95%

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GWEIX Mutual Fund

NAV$39.30

AMG GW&K Small Cap Core Fund Class I

AUM$312M

TER0.95%

Holdings101

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare GWEIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GWEIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GWEIX Mutual Fund Overlap Analysis

GWEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

GWEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, GWEIX may share significant positions with broad-market funds.

GWEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GWEIX tax-loss harvesting finds highly correlated but non-identical funds.