GWGVX Mutual Fund
GWGVX Mutual Fund
AMG GW&K Small/Mid Cap Fund Class N
GWGVX Mutual Fund Overview
GWGVX Mutual Fund (AMG GW&K Small/Mid Cap Fund Class N) is managed by AMG Funds. GWGVX expense ratio is 1.07%, holding 88 positions across sectors including Industrials, Consumer Discretionary, Unknown. Inception date: 2017-02-24.
GWGVX performance shows a YTD return of 18.88%. The 1-year return is 34.36% and the 5-year return is 9.10%. GWGVX dividend yield stands at 2.42%, paid annually.
GWGVX 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 GWGVX holdings, sector breakdown, or dividend history.
GWGVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GWGVX alternatives are available via the screener, along with tax-loss harvesting opportunities.