GWEIX : AMG GW&K Small Cap Core Fund Class I

GWEIX is a US Stocks Market Small Growth with LOW fees.

GWEIX

AMG GW&K Small Cap Core Fund Class I

FI Score

45 /100

Expense Ratio Rating

8 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

45% FI Score
  • gweix
  • Mutual Fund
  • US Stocks
  • Small Growth

AMG GW&K Small Cap Core Fund Class I

Expenses: 0.94% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide investors with long-term capital appreciation. 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 quality companies with either growth- or value-oriented characteristics.

Largest Holdings

Amount Holding
2.60% Catalent Inc
2.27% Syneos Health Inc A
2.26% HubSpot Inc
2.20% Grand Canyon Education Inc
2.20% Globus Medical Inc Class A
2.09% QTS Realty Trust Inc Class A
2.06% Ritchie Bros Auctioneers Inc
1.75% ICU Medical Inc
1.72% Glacier Bancorp Inc
1.68% Texas Roadhouse Inc
1.67% Stag Industrial Inc
1.65% Paylocity Holding Corp
1.63% UFP Industries Inc
1.54% AtriCure Inc
1.50% Silgan Holdings Inc
1.49% Five Below Inc
1.49% RBC Bearings Inc
1.48% ICF International Inc
1.48% Performance Food Group Co
1.47% Houlihan Lokey Inc Class A
1.46% Entegris Inc
1.45% AMERISAFE Inc
1.45% Idacorp Inc
1.44% Central Garden & Pet Co Class A
1.44% SiteOne Landscape Supply Inc

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