AMG GW&K Small Cap Value Fund (SKSEX) Research
Under typical market conditions, this fund commits a minimum of 80% of its total investment capital – encompassing its net assets and any funds borrowed for investment purposes – to equity stakes in smaller companies. These small-capitalization firms are identified as those possessing a market value below $5 billion at the time of purchase, or alternatively, those whose market capitalization falls within the spectrum of companies included in established indices like the Russell 2000®, the S&P SmallCap 600, or the Dow Jones U.S. Small-Cap Total Stock Market Index. Additionally, the fund retains the flexibility to allocate capital to Real Estate Investment Trusts (REITs).
Market snapshot
- Symbol
- SKSEX
- Price
- $35.98
- Day change
- +1.75%
- Market cap
- $226.5M
- 52-week range
- 27.57-35.98
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Credit Suisse High Yield Bond Fund, Inc. (DHY)
- Dunham Monthly Distribution Fund (DNMDX)
- BNY Mellon Opportunistic Small Cap Fund (DSCVX)
- Hennessy Small Cap Financial Fund (HSFNX)
- SGI U.S. Large Equity Fund (LVOLX)
- Mairs & Power Small Cap Fund (MSCFX)
- Nuveen Small-Cap Value Opportunities Fund (NSCCX)
- Nationwide WCM Focused Small Cap Fund (NWGSX)
Open AMG GW&K Small Cap Value Fund (SKSEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.