Amg Gwk Small Fund Quote
GWETX Fund | USD 30.26 0.63 2.13% |
PerformanceVery Weak
| Odds Of DistressLow
|
Amg Gwk is trading at 30.26 as of the 18th of March 2025; that is 2.13% increase since the beginning of the trading day. The fund's open price was 29.63. 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
0.88 | SSEIX | Amg Southernsun Equity | PairCorr |
0.88 | SSEFX | Amg Southernsun Equity | PairCorr |
0.79 | FQUAX | Amg Fq Long | PairCorr |
0.86 | SSSFX | Amg Southernsun Small | PairCorr |
0.86 | SSSIX | Amg Southernsun Small | PairCorr |
0.94 | BRWIX | Amg Managers Brandywine | PairCorr |
Moving against Amg Mutual Fund
Amg Mutual Fund Highlights
Fund Concentration | AMG Funds, Large Funds, Small Blend Funds, Small Blend, AMG Funds, Large, Small Blend (View all Sectors) |
Update Date | 31st of March 2025 |
Expense Ratio Date | 1st of May 2023 |
Fiscal Year End | December |
Amg Gwk Small [GWETX] 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 no minimum investment requirementsAmg Gwk Small is currently producing year-to-date (YTD) return of 0.12%, while the total return for the last 3 years was 3.54%.
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
SKY | Skyline | Stock | Consumer Discretionary | |
PCTY | Paylocity Holdng | Stock | Information Technology | |
AVNT | Avient Corp | Stock | Materials | |
ICFI | ICF International | Stock | Industrials | |
MTSI | MACOM Technology Solutions | Stock | Information Technology | |
MKTX | MarketAxess Holdings | Stock | Financials | |
FIVE | Five Below | Stock | Consumer Discretionary | |
MTDR | Matador Resources | Stock | Energy |
Amg Gwk Small Risk Profiles
Mean Deviation | 0.8884 | |||
Standard Deviation | 1.18 | |||
Variance | 1.39 | |||
Risk Adjusted Performance | (0.18) |
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.
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