AMG Boston Common Global Impact Fund - Class I (BRWIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
37.97
+0.08 (0.21%)
May 9, 2025, 4:00 PM EDT
-3.90%
Fund Assets 610.85M
Expense Ratio 0.93%
Min. Investment $2,000
Turnover n/a
Dividend (ttm) 0.45
Dividend Yield 1.19%
Dividend Growth 89.48%
Payout Frequency Annual
Ex-Dividend Date Dec 16, 2024
Previous Close 37.89
YTD Return -1.43%
1-Year Return -2.82%
5-Year Return 36.91%
52-Week Low n/a
52-Week High n/a
Beta (5Y) 0.96
Holdings 72
Inception Date Dec 30, 1985

About BRWIX

BRWIX was founded on 1985-12-30. The Fund's investment strategy focuses on Growth with 1.11% total expense ratio. The minimum amount to invest in AMG Funds I: AMG Boston Common Global Impact Fund; Class I Shares is $2,000 on a standard taxable account. AMG Funds I: AMG Boston Common Global Impact Fund; Class I Shares seeks long term capital appreciation by investing in common stocks. While the Fund maintains an all-cap focus, its rapid earnings growth requirement most often leads it to smaller and mid-cap stocks with room to grow.

Fund Family AMG Managers Funds
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BRWIX
Share Class Class I
Index MSCI AC World NR USD

Performance

BRWIX had a total return of -2.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.50%.

Top 10 Holdings

26.96% of assets
Name Symbol Weight
Microsoft Corporation MSFT 3.60%
Apple Inc. AAPL 3.06%
Alphabet Inc. GOOGL 2.89%
NVIDIA Corporation NVDA 2.69%
BYD Co Ltd Class H BY6.DE 2.63%
Netflix, Inc. NFLX 2.49%
Visa Inc. V 2.48%
Taiwan Semiconductor Manufacturing Company Limited TSM 2.42%
Smurfit Westrock Plc SW 2.37%
Chubb Limited CB 2.32%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 16, 2024 $0.4519 Dec 16, 2024
Dec 14, 2023 $0.2385 Dec 14, 2023
Dec 15, 2022 $0.1603 Dec 15, 2022
Dec 15, 2021 $0.2911 Dec 15, 2021
Mar 24, 2021 $20.2832 Mar 24, 2021
Dec 16, 2019 $5.3574 Dec 16, 2019
Full Dividend History