BRWIX Mutual Fund

NAV$50.95

Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.93%
Dividend Yield (Current)
0.65%
Holdings
66
Inception Date
Dec 30, 1985
Fund Family
AMG Funds
Investment Style
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Asset Class
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Legal Structure
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Dividend Frequency
Annually

Performance

YTD+8.66%
1 Year+27.57%
3 Year+13.37%
5 Year+4.64%
10 Year+16.04%

Asset Allocation

Stocks: 99.02%
Cash: 0.97%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
NVDANvidia Corp.4.87%
GOOGAlphabet Inc. C4.62%
TSM:TWTaiwan Semiconductor - Adr4.39%
005930:KRSamsung Electronics (Equity)3.37%
MSFTMicrosoft Corp3.17%
Top 10 Concentration: 31.69%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
0.65%
Frequency
Annually
Latest Distribution
$0.29
-

Peer Comparison

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BRWIX Mutual Fund Overview

BRWIX Mutual Fund (AMG Boston Common Global Impact Fund Class I) is managed by AMG Funds. BRWIX expense ratio is 0.93%, holding 66 positions across sectors including Unknown, Information Technology, Communication Services. Inception date: 1985-12-30.

BRWIX performance shows a YTD return of 8.66%. The 1-year return is 27.57% and the 5-year return is 4.64%. BRWIX dividend yield stands at 0.65%, paid annually.

BRWIX top holdings include Nvidia Corp. (4.9%), Alphabet Inc. C (4.6%), Taiwan Semiconductor - Adr (4.4%), Samsung Electronics (Equity) (3.4%), Microsoft Corp (3.2%). View all BRWIX holdings, sector breakdown, or dividend history.

BRWIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.