AMG GW&K Municipal Enhanced Yield Fund - Class N (GWMNX) Research

The fund's main objective is to provide investors with a significant amount of current income that is not subject to federal income tax. While capital growth is also sought, it remains a secondary priority to income generation. To achieve this, at least 80% of its net assets, along with any borrowed funds used for investment, are allocated to U.S. dollar-denominated fixed income instruments that are exempt from federal income tax. The portfolio has the flexibility to invest up to 35% of its total assets in unrated securities, and can collectively allocate up to 50% of its total assets to a combination of unrated and high-yield securities.

Market snapshot

Symbol
GWMNX
Price
$9.16
Day change
+0.22%
Market cap
$161.0M
52-week range
8.53-9.18
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Alger Small Cap Growth Institutional Fund Class I (ALSRX)
  • Water Island Credit Opportunities Fund Retail Class (ARCFX)
  • Madison Small Cap Fund Class Y (BVAOX)
  • Meeder Conservative Allocation Retail (FLRUX)
  • PGIM QMA Mid-Cap Value Fund- Class C (NCBVX)
  • NexPoint Diversified Real Estate Trust (NXDT)
  • Rydex S&P 500 H (RYSPX)
  • Third Avenue Small-Cap Value Fund Insti Class (TASCX)

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