Amg Gwk Small Fund Quote
| GWEIX Fund | USD 36.93 0.51 1.40% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Amg Gwk is trading at 36.93 as of the 25th of November 2024; that is 1.40 percent increase since the beginning of the trading day. The fund's open price was 36.42. Amg Gwk has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Amg Gwk Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It primarily invests in common stock and preferred stock of U.S. small-capitalization companies. More on Amg Gwk Small
Moving together with Amg Mutual Fund
| 0.76 | SSEIX | Amg Southernsun Equity | PairCorr |
| 0.75 | SSEFX | Amg Southernsun Equity | PairCorr |
| 0.95 | FQUAX | Amg Fq Long | PairCorr |
| 0.72 | SSSFX | Amg Southernsun Small | PairCorr |
| 0.72 | SSSIX | Amg Southernsun Small | PairCorr |
Moving against Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Small Blend Funds, Small Blend, AMG Funds, Large, Small Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Amg Gwk Small [GWEIX] is traded in USA and was established 25th of November 2024. Amg Gwk is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of AMG Funds family. This fund currently has accumulated 677.4 M in assets under management (AUM) with minimum initial investment of 100 K. Amg Gwk Small is currently producing year-to-date (YTD) return of 17.03% with the current yeild of 0.0%, while the total return for the last 3 years was 0.44%.
Check Amg Gwk Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Amg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Amg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Amg Gwk Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Amg Gwk Small Mutual Fund Constituents
| WST | West Pharmaceutical Services | Stock | Health Care | |
| CGNX | Cognex | Stock | Information Technology | |
| EPAM | EPAM Systems | Stock | Information Technology | |
| ROLL | RBC Bearings Incorporated | Stock | Industrials | |
| GBCI | Glacier Bancorp | Stock | Financials | |
| SKY | Skyline | Stock | Consumer Discretionary | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| UFPI | Ufp Industries | Stock | Industrials |
Amg Gwk Small Risk Profiles
| Mean Deviation | 0.8729 | |||
| Semi Deviation | 0.7556 | |||
| Standard Deviation | 1.32 | |||
| Variance | 1.73 |
Amg Gwk Against Markets
Other Information on Investing in Amg Mutual Fund
Amg Gwk financial ratios help investors to determine whether Amg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Amg with respect to the benefits of owning Amg Gwk security.
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