AMG GW&K Small/Mid Cap Fund - Class N
GWGVX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 680 Washington Boulevard, Suite 500 Stamford CT United States of America 06901
- IPO Date
- Feb 24, 2017
- CIK
- 0001089951
- Website
- wealth.amg.com
- Similar Companies
- Business
- AMG GW&K Small/Mid Cap Fund - Class N (GWGVX) is a mutual fund offered by Affiliated Managers Group, Inc. (AMG), focusing on long-term capital appreciation through investments primarily in common stocks of small- and mid-capitalization companies domiciled or conducting a majority of their business in the United States. The fund employs a fundamental, bottom-up investment approach, selecting securities based on factors including financial condition, industry position, market and economic influences, and growth potential; it maintains a diversified portfolio typically comprising 60 to 120 holdings across various sectors such as industrials, information technology, financials, consumer discretionary, and healthcare. AMG GW&K Small/Mid Cap Fund - Class N shares feature a no-load structure with an expense ratio of approximately 1.00%, targeting long-term investors seeking exposure to small/mid-cap equities with potential for above-average returns relative to benchmarks like the Russell 2000 or Russell Midcap Growth Index. The fund is managed by GW&K Investment Management, LLC, a boutique asset manager and affiliate of AMG, headquartered in Boston, Massachusetts, with operations serving institutional and individual investors across the United States. In recent developments, GW&K Investment Management expanded its capabilities through strategic enhancements in 2024, including portfolio manager additions and refined small/mid-cap strategies amid market volatility, while AMG announced a 2025 merger integration with a sub-advisory platform to bolster distribution and scale fund offerings like GWGVX.