AMG GW&K Small Cap Core Fund Class I (GWEIX) Research

This fund's primary objective is to achieve substantial long-term capital growth for its investors. It commits a minimum of 80% of its total assets, including any capital sourced through borrowing, to equity investments in small-sized companies. Its core holdings consist of common and preferred shares issued by U.S.-based small-capitalization firms. The fund employs a flexible investment strategy, targeting high-quality businesses that demonstrate either growth prospects or value-oriented characteristics within an expansive opportunity set.

Market snapshot

Symbol
GWEIX
Price
$38.09
Day change
+1.82%
Market cap
$733.9M
52-week range
31.57-38.09
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Applied Finance Select Fund Investor Class (AFVLX)
  • Cullen High Dividend Equity Fund Retail Class (CHDEX)
  • Allspring Large Cap Core Fund - Class R6 (EGORX)
  • Allspring Precious Metals Fund Class A (EKWAX)
  • AMG GW&K Small Cap Core Fund Class N (GWETX)
  • AMG GW&K Small/Mid Cap Fund - Class N (GWGVX)
  • BlackRock Advantage Large Cap Value Fund - Class A (MDLVX)
  • BNY Mellon Mid Cap Multi-Strategy Fund Class Investor (MIMSX)

Open AMG GW&K Small Cap Core Fund Class I (GWEIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.