GWMIX : AMG GW&K Municipal Bond Fund Class I

GWMIX is a Bond Market Municipal Bond with LOW fees.

GWMIX

AMG GW&K Municipal Bond Fund Class I

FI Score

71 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

71% FI Score
  • gwmix
  • Mutual Fund
  • Bond
  • Municipal Bond

AMG GW&K Municipal Bond Fund Class I

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks current income exempt from federal income tax, consistent with preservation of capital; capital appreciation is a secondary objective. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal bonds that are exempt from federal income tax. It has no limitations on the maturity of individual securities, but is expected to maintain a dollar-weighted average maturity of 6 to 12 years.

Largest Holdings

Amount Holding
2.71% MARYLAND ST 5%
2.37% WISCONSIN ST TRANSN REV 5%
1.77% NORTH CAROLINA ST LTD OBLIG 5%
1.76% FLORIDA ST BRD ED PUB ED 5%
1.74% IOWA FIN AUTH REV 5%
1.42% MARYLAND ST DEPT TRANSN CONS TRANSN 5%
1.41% MARYLAND ST DEPT TRANSN CONS TRANSN 5%
1.34% METROPOLITAN TRANSN AUTH N Y REV 5%
1.27% TEXAS ST 5%
1.24% ILLINOIS FIN AUTH REV 5%

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