GWGIX : AMG GW&K Small/Mid Cap Fund Class I

GWGIX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

GWGIX

AMG GW&K Small/Mid Cap Fund Class I

FI Score

37 /100

Expense Ratio Rating

8 /10

Expense Rating

1 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

37% FI Score
  • gwgix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

AMG GW&K Small/Mid Cap Fund Class I

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

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide investors with long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid- capitalization companies. It primarily invests in common stock and preferred stock of U.S. small- and mid-capitalization companies. The fund invests in an unrestricted opportunity set, pursuing quality companies with either growth- or value-oriented characteristics.

Largest Holdings

Amount Holding
2.79% Catalent Inc
2.63% West Pharmaceutical Services Inc
2.58% MarketAxess Holdings Inc
2.36% Zebra Technologies Corp
2.33% Booz Allen Hamilton Holding Corp Class A
2.24% RPM International Inc
2.16% Bio-Rad Laboratories Inc
2.10% Exponent Inc
1.96% Neurocrine Biosciences Inc
1.91% BJ's Wholesale Club Holdings Inc
1.91% Nordson Corp
1.82% Steris PLC
1.80% Sun Communities Inc
1.68% Five Below Inc
1.65% RBC Bearings Inc
1.65% Quaker Chemical Corp
1.62% Molina Healthcare Inc
1.61% Easterly Government Properties Inc
1.60% Tyler Technologies Inc
1.60% HubSpot Inc
1.58% The Toro Co
1.55% Pool Corp
1.51% Burlington Stores Inc
1.43% Ingersoll Rand Inc
1.39% Ritchie Bros Auctioneers Inc

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