GWGVX Mutual Fund

GWGVX Mutual Fund (AMG GW&K Small/Mid Cap Fund Class N) is managed by AMG Funds. GWGVX expense ratio is 1.07%, holding 88 positions across sectors including Industrials, Health Care, Consumer Discretionary. Inception date: 2017-02-24.

GWGVX performance shows a YTD return of 17.18%. The 1-year return is 23.77% and the 5-year return is 6.17%. GWGVX dividend yield stands at 2.48%, paid annually.

GWGVX top holdings include Futures (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 GWGVX holdings, GWGVX sectors, or GWGVX dividends.

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