AMG GW&K Small/Mid Cap Fund - Class N (GWGVX) Research

Under typical market conditions, this fund allocates a minimum of 80% of its net assets, plus any funds acquired through borrowing for investment purposes, to equity investments in companies characterized by small to medium market capitalizations. Its portfolio is primarily composed of common and preferred stocks issued by U.S.-based small and mid-cap entities. The fund maintains a broad and flexible investment approach, actively seeking what the portfolio manager identifies as high-quality businesses, regardless of whether they exhibit growth-oriented potential or value-based characteristics.

Market snapshot

Symbol
GWGVX
Price
$22.44
Day change
+1.58%
Market cap
$784.9M
52-week range
17.73-22.44
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Brown Advisory- WMC Strategic European Equity Fund Advisor Shares (BAHAX)
  • BlackRock 40/60 Target Allocation Fund, Investor A (BAMPX)
  • Allspring Precious Metals Fund Administrator Class (EKWDX)
  • The Gabelli Multimedia Trust Inc. (GGT)
  • AMG GW&K Small Cap Core Fund Class I (GWEIX)
  • AMG GW&K Small Cap Core Fund Class N (GWETX)
  • Congress Mid Cap Growth Fund Institutional Class (IMIDX)
  • Mairs & Power Balanced Fund Investor Class (MAPOX)

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