GWGIX Mutual Fund

GWGIX Mutual Fund (AMG GW&K Small/Mid Cap Fund Class I) is managed by AMG Funds with $87.2M in net assets. GWGIX expense ratio is 0.87%, holding 88 positions across sectors including Industrials, Health Care, Consumer Discretionary. Inception date: 2015-06-30.

GWGIX performance shows a YTD return of 17.35%. The 1-year return is 23.96% and the 5-year return is 6.38%. GWGIX dividend yield stands at 2.62%, paid annually.

GWGIX top holdings include Cash & Cash Equivalents (2.1%), Voya Financial Inc (2.0%), Api Group Corporation Common Stock (1.9%), Burlington Stores Inc (1.9%), Jazz Pharmaceuticals Plc. (1.9%). Go to all GWGIX holdings, GWGIX sectors, or GWGIX dividends.

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