GWSZX Mutual Fund

GWSZX Mutual Fund (AMG GW&K Small Cap Growth Fund Class Z) is managed by AMG Funds. GWSZX expense ratio is 0.67%, holding 81 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2025-12-08.

GWSZX performance shows a YTD return of 15.06%. The 1-year return is 20.14% and the 5-year return is 9.81%. GWSZX dividend yield stands at 36.26%, paid annually.

GWSZX top holdings include Advanced Energy Industries, Inc. (3.8%), Viavi Solutions Inc (3.1%), Powell Industries Inc (3.1%), Spx Corp (2.9%), Rbc Bearings Inc (2.6%). Go to all GWSZX holdings, GWSZX sectors, or GWSZX dividends.

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