GWEZX Mutual Fund
GWEZX Mutual Fund
GWEZX Mutual Fund
AMG GW&K Small Cap Core Fund Class Z
GWEZX Mutual Fund Overview
GWEZX Mutual Fund (AMG GW&K Small Cap Core Fund Class Z) is managed by AMG Funds. GWEZX expense ratio is 0.90%, holding 98 positions across sectors including Health Care, Financials, Industrials. Inception date: 2017-02-24.
GWEZX performance shows a YTD return of 12.52%. The 1-year return is 24.76% and the 5-year return is 5.49%. GWEZX dividend yield stands at 7.01%, paid annually.
GWEZX top holdings include Ducommun Incorporated Com (2.3%), Cash & Cash Equivalents (2.2%), Csw Industrials, Inc. (1.9%), Advanced Energy Industries Inc. (1.8%), Novanta Inc. Common Stock (1.7%). Go to all GWEZX holdings, GWEZX sectors, or GWEZX dividends.
GWEZX can be compared against other funds. Use GWEZX overlap to find shared positions, or GWEZX vs another fund for a side-by-side view. GWEZX alternatives are available via the screener, along with tax-loss harvesting opportunities.