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Nasdaq - Delayed Quote USD

AMG GW&K Small Cap Core N (GWETX)

29.82
-0.59
(-1.94%)
At close: March 28 at 8:01:04 PM EDT
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  • Previous Close 30.41
  • YTD Return 0.12%
  • Expense Ratio 1.30%
  • Category Small Blend
  • Last Cap Gain -30.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 649.91M
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.03
  • Inception Date Dec 10, 1996

The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It primarily invests in common stock and preferred stock of U.S. small-capitalization companies. The fund invests in an unrestricted opportunity set, pursuing what the manager believes to be quality companies with either growth- or value-oriented characteristics.

AMG Funds

Fund Family

Small Blend

Fund Category

649.91M

Net Assets

1996-12-10

Inception Date

More about AMG GW&K Small Cap Core N

Performance Overview: GWETX

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Trailing returns as of 3/27/2025. Category is Small Blend.

YTD Return

GWETX
0.12%
Category
20.19%
 

1-Year Return

GWETX
10.74%
Category
60.18%
 

3-Year Return

GWETX
3.65%
Category
11.32%
 

5-Year Return

GWETX
10.21%
Category
13.88%
 

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Holdings: GWETX

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Sector Weightings

SectorGWETX
Healthcare   19.77%
Industrials   17.01%
Financial Services   16.28%
Technology   12.89%
Consumer Cyclical   12.31%
Real Estate   5.56%
Basic Materials   5.12%
Energy   4.40%
Consumer Defensive   4.27%
Utilities   2.38%
Communication Services   0.00%
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Recent News: GWETX

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Research Reports: GWETX

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