AMG GW&K Small/Mid Cap Core FundGWGIX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$717.0M
Expense ratio
0.87%
1-year return
+17.9%
3 years, a year
+9.8%
5 years, a year
+5.3%
Holdings
88
What it aims to do.
The investment objective of the AMG GW&K Small/Mid Cap Core Fund (the Fund) is to provide investors with long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MTSI Macom Technology Solutions Holdings Inc | 2.36% |
| FIX Comfort Systems USA Inc. | 2.29% |
| APG API Group Corp | 2.27% |
| AEIS Advanced Energy Industries, Inc. | 2.14% |
| BURL Burlington Stores Inc. | 1.95% |
| ITT ITT Inc | 1.89% |
| POWL Powell Industries Inc. | 1.79% |
| RBC RBC Bearings Inc | 1.78% |
| CVCO Cavco Industries Inc | 1.78% |
| INSM Insmed Inc | 1.73% |
More on GWGIX.
- GWGIX overview
- GWGIX holdings
- GWGIX risk
- GWGIX costs
- GWGIX money in and out
- GWGIX share classes
- Compare GWGIX 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.