AMG GW&K Small Cap Value FundSKSEX

MUTUAL FUNDAMG
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$201.8M
Expense ratio
1.15%
1-year return
+17.2%
3 years, a year
+10.2%
5 years, a year
+5.6%
Holdings
77

What it aims to do.

The investment objective of AMG GW&K Small Cap Value Fund (the Fund) is to seek to provide long-term capital appreciation.

Top 10 holdings.

Holding% of fund
SEI Solaris Energy Infrastructure Inc3.00%
VIAV Viavi Solutions Inc2.89%
JOBY Fixed Income Clearing Corporation2.83%
JOBY Constellium SE2.75%
LGND Ligand Pharmaceuticals Incorporated2.56%
Tri Pointe Homes Inc2.46%
Thermon Group Holdings Inc2.40%
POWL Powell Industries Inc.2.38%
TTMI TTM Technologies Inc2.35%
SUPN Supernus Pharmaceuticals, Inc2.27%

More on SKSEX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.