A capable, veteran team guides GW&K Small/Mid Cap Core, though its patience can occasionally hold it back.
AMG GW&K Small/Mid Cap Core Fund - Class Z GWGZX
- NAV / 1-Day Return 22.58 / +1.07 %
- Total Assets 797.7M
-
Adj. Expense Ratio
0.820%
- Expense Ratio 0.820%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 5M
- Status Open
- TTM Yield 0.17%
- Turnover 28%
USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:30 AM GMT+0
Morningstar’s Analysis GWGZX
Will GWGZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MACOM Technology Solutions Holdings Inc | 2.51 | 19M | Technology |
Comfort Systems USA Inc | 2.24 | 17M | Industrials |
Powell Industries Inc | 2.19 | 17M | Industrials |
APi Group Corp | 2.08 | 16M | Industrials |
Jabil Inc | 2.04 | 16M | Technology |
Jazz Pharmaceuticals PLC | 1.83 | 14M | Healthcare |
Advanced Energy Industries Inc | 1.82 | 14M | Industrials |
Sterling Infrastructure Inc | 1.82 | 14M | Industrials |
Moog Inc Class A | 1.80 | 14M | Industrials |
Cavco Industries Inc | 1.79 | 14M | Consumer Cyclical |