AMG GW&K Small/Mid Cap Core FundGWGVX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$717.0M
Expense ratio
1.07%
1-year return
+17.7%
3 years, a year
+9.6%
5 years, a year
+5.1%
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 GWGVX.
- GWGVX overview
- GWGVX holdings
- GWGVX risk
- GWGVX costs
- GWGVX money in and out
- GWGVX share classes
- Compare GWGVX 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.