GWGIX Mutual Fund
GWGIX Mutual Fund
AMG GW&K Small/Mid Cap Fund Class I
GWGIX Mutual Fund Overview
GWGIX Mutual Fund (AMG GW&K Small/Mid Cap Fund Class I) is managed by AMG Funds with $87.2M in net assets. GWGIX expense ratio is 0.87%, holding 88 positions across sectors including Industrials, Consumer Discretionary, Unknown. Inception date: 2015-06-30.
GWGIX performance shows a YTD return of 19.04%. The 1-year return is 30.94% and the 5-year return is 8.55%. GWGIX dividend yield stands at 2.53%, paid annually.
GWGIX top holdings include Macom Technology Solutions Holdings (2.4%), Comfort Systems USA Inc. (2.3%), Api Group Corp (2.3%), Advanced Energy Industries, Inc. (2.1%), Burlington Stores Inc (1.9%). View all GWGIX holdings, sector breakdown, or dividend history.
GWGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GWGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.