GWMTX Mutual Fund

GWMTX Mutual Fund (AMG GW&K Municipal Bond Fund Class N) is managed by AMG Funds. GWMTX expense ratio is 0.73%, holding 277 positions across sectors including Financials, Utilities, Industrials. Inception date: 2009-06-30.

GWMTX performance shows a YTD return of -0.70%. The 1-year return is 3.87% and the 5-year return is 0.22%. GWMTX dividend yield stands at 2.78%, paid monthly.

GWMTX top holdings include Cash & Cash Equivalents (3.2%), Southeast Energy Auth Coop Dis 5% Oct 01, 2030 (1.5%), Louisiana Stadium Exposition Lasfac 07/42 Fixed 5 (1.2%), Aquarion Water Authority 5.25 02/01/2031 (1.1%), State Of Illinois 5.0% 2034-05-01 (1.1%). Go to all GWMTX holdings, GWMTX sectors, or GWMTX dividends.

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