GWEIX Mutual Fund

GWEIX Mutual Fund (AMG GW&K Small Cap Core Fund Class I) is managed by AMG Funds with $496.1M in net assets. GWEIX expense ratio is 0.95%, holding 93 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2009-07-27.

GWEIX performance shows a YTD return of 10.02%. The 1-year return is 12.64% and the 5-year return is 3.87%. GWEIX dividend yield stands at 0.18%, paid annually.

GWEIX top holdings include Advanced Energy Industries Inc (2.1%), Csw Industrials, Inc. (1.8%), Champion Homes Inc (1.8%), Ducommun Inc (1.8%), Novanta Inc (1.7%). Go to all GWEIX holdings, GWEIX sectors, or GWEIX dividends.

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