AMG GW&K Small Cap Core FundGWEZX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$674.0M
Expense ratio
0.90%
1-year return
+16.1%
3 years, a year
+9.6%
5 years, a year
+3.8%
Holdings
98
What it aims to do.
The investment objective of the AMG GW&K Small Cap Core Fund (the Fund) is to provide investors with long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AEIS Advanced Energy Industries, Inc. | 2.29% |
| STRL Sterling Infrastructure Inc | 2.16% |
| RBC RBC Bearings Inc | 2.15% |
| MTSI Macom Technology Solutions Holdings Inc | 2.06% |
| SPXC Spx Technologies Inc | 1.99% |
| ITT ITT Inc | 1.78% |
| VIAV Viavi Solutions Inc | 1.75% |
| SUPN Supernus Pharmaceuticals, Inc | 1.74% |
| SKY Champion Homes Inc | 1.64% |
| GMED Globus Med Inc | 1.62% |
More on GWEZX.
- GWEZX overview
- GWEZX holdings
- GWEZX risk
- GWEZX costs
- GWEZX money in and out
- GWEZX share classes
- Compare GWEZX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.