Amg Gwk Small Fund Quote

GWEIX Fund  USD 31.57  0.30  0.96%   

Performance

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Odds Of Distress

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Amg Gwk is trading at 31.57 as of the 18th of March 2025; that is 0.96 percent increase since the beginning of the trading day. The fund's open price was 31.27. Amg Gwk has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
The fund invests at least 80 percent 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. More on Amg Gwk Small

Moving together with Amg Mutual Fund

  0.87SSEIX Amg Southernsun EquityPairCorr
  0.87SSEFX Amg Southernsun EquityPairCorr
  0.79FQUAX Amg Fq LongPairCorr
  0.85SSSFX Amg Southernsun SmallPairCorr
  0.86SSSIX Amg Southernsun SmallPairCorr
  0.94BRWIX Amg Managers BrandywinePairCorr

Moving against Amg Mutual Fund

  0.41MMCFX Amg Managers EmergingPairCorr

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Funds, Small Blend Funds, Small Blend, AMG Funds, Large, Small Growth (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Amg Gwk Small [GWEIX] is traded in USA and was established 18th of March 2025. Amg Gwk is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of AMG Funds family. This fund currently has accumulated 677.4 M in assets under management (AUM) with minimum initial investment of 100 K. Amg Gwk Small is currently producing year-to-date (YTD) return of 0.15% with the current yeild of 0.0%, while the total return for the last 3 years was 3.91%.
Check Amg Gwk Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Amg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Amg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Amg Gwk Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Amg Gwk Small Mutual Fund Constituents

AVNTAvient CorpStockMaterials
MEDPMedpace HoldingsStockHealth Care
SFStifel FinancialStockFinancials
ICFIICF InternationalStockIndustrials
RPDRapid7 IncStockInformation Technology
INCRINC Research HoldingsStockHealth Care
GBCIGlacier BancorpStockFinancials
LOPEGrand Canyon EducationStockConsumer Discretionary
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Amg Gwk Small Risk Profiles

Amg Gwk Against Markets

Other Information on Investing in Amg Mutual Fund

Amg Gwk financial ratios help investors to determine whether Amg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Amg with respect to the benefits of owning Amg Gwk security.
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Portfolio Holdings
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