AMG GW&K Small Cap Core Fund Class N

Frequently Asked Questions About GWETX

What does GWETX invest in?

This fund's main objective is to generate significant long-term capital growth for investors. It commits a minimum of 80% of its total net assets, including any funds acquired through borrowing, to shares issued by smaller companies. Specifically, the portfolio primarily invests in common and preferred stocks of U.S.-based small-capitalization firms. The fund employs a flexible investment strategy, seeking out high-quality businesses from a broad range of opportunities, regardless of whether they demonstrate strong growth potential or attractive value characteristics.

What is the expense ratio of GWETX?

AMG GW&K Small Cap Core Fund Class N (GWETX) charges an expense ratio of 1.30%. This is the annual fee deducted from fund assets to cover management and operations.

How big is GWETX?

AMG GW&K Small Cap Core Fund Class N (GWETX) manages $782.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is GWETX actively managed or an index fund?

GWETX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was GWETX launched?

AMG GW&K Small Cap Core Fund Class N (GWETX) launched in December 1996 and is managed by the fund issuer.

How has GWETX performed?

GWETX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.