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 98 positions across sectors including Health Care, Financials, Industrials. Inception date: 1996-12-10.

GWETX performance shows a YTD return of 12.29%. The 1-year return is 24.26% and the 5-year return is 5.06%. GWETX dividend yield stands at 7.11%, paid annually.

GWETX top holdings include Ducommun Incorporated Com (2.3%), Skandinav Enskil 5 2033-08-17 (2.2%), Csw Industrials, Inc. (1.9%), Advanced Energy Industries Inc. (1.8%), Novanta Inc. Common Stock (1.7%). 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.