About GWEZX
AMG GW&K Small Cap Core Fund Class Z is an actively managed mutual fund focused on U.S. small-cap equities. Its primary objective is to achieve long-term capital appreciation by investing at least 80% of its assets in small-cap companies, defined as those with market capitalizations under $2.5 billion at the time of purchase. The fund employs a growth-and-income strategy, aiming to capture opportunities for both capital gains and distributed dividends among smaller firms that exhibit potential for expansion, innovation, or increasing market relevance. It typically maintains a diversified portfolio across about 94 holdings, with significant concentrations in industries such as technology, industrials, healthcare, and financial services. Notable positions include Intapp, MACOM Technology Solutions, and RBC Bearings, reflecting its thematic emphasis on dynamic U.S. sectors. Managed by a dedicated team since its inception in 2017, the fund has earned a reputation for disciplined selection and robust performance, registering meaningful returns over one-, five-year, and since-inception periods. With institutional share class status, a minimum investment requirement of $5 million, and an expense ratio of 0.90%, this fund is tailored to investors seeking exposure to the small-cap growth segment within their equity allocation.
Fund Family AMG Funds
Category Small Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol GWEZX
Share Class Class Z
Index Russell 2000 TR
GWEZX had a total return of 3.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.13%.
