Amg Gwk Small Fund Quote

GWEZX Fund  USD 34.64  0.16  0.46%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Amg Gwk is trading at 34.64 as of the 18th of January 2025; that is 0.46% up since the beginning of the trading day. The fund's open price was 34.48. Amg Gwk has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. 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

  0.77SSEIX Amg Southernsun EquityPairCorr
  0.77SSEFX Amg Southernsun EquityPairCorr
  0.91FQUAX Amg Fq LongPairCorr
  0.75SSSFX Amg Southernsun SmallPairCorr
  0.7SSSIX Amg Southernsun SmallPairCorr

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Funds, Small Blend Funds, Small Blend, AMG Funds, Large, Small Blend (View all Sectors)
Update Date31st of December 2024
Amg Gwk Small [GWEZX] is traded in USA and was established 18th of January 2025. 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 603.52 M in assets under management (AUM) with no minimum investment requirementsAmg Gwk Small is currently producing year-to-date (YTD) return of 0.84% with the current yeild of 0.0%, while the total return for the last 3 years was 1.91%.
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

INCRINC Research HoldingsStockHealth Care
EPAMEPAM SystemsStockInformation Technology
HALOHalozyme TherapeuticsStockHealth Care
HEIHeicoStockIndustrials
HUBSHubSpotStockInformation Technology
FIVEFive BelowStockConsumer Discretionary
VCYTVeracyteStockHealth Care
TCBITexas Capital BancsharesStockFinancials
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Amg Gwk Small Risk Profiles

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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