AMG GW&K Municipal Bond Fund (GWMIX) Alternatives
AMG GW&K Municipal Bond Fund (GWMIX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GWMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to GWMIX
GWMIX charges 0.39% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among GWMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | GWMIX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | GWMIX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | GWMIX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | GWMIX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | GWMIX vs FMBIX |
Best Risk-Adjusted Alternatives to GWMIX
Among mutual funds in the Municipal Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | GWMIX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | GWMIX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | GWMIX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | GWMIX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | GWMIX vs USMTX |
Top Performing GWMIX Alternatives (YTD)
GWMIX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 5.52% | Apr 20, 1998 | GWMIX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.94% | Mar 18, 1993 | GWMIX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 4.26% | Nov 21, 2002 | GWMIX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 3.67% | Oct 30, 1992 | GWMIX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.14% | Feb 21, 1991 | GWMIX vs NQP |
Lowest Volatility Alternatives to GWMIX
GWMIX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | GWMIX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | GWMIX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | GWMIX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | GWMIX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | GWMIX vs BATVX |
Lowest Drawdown Alternatives to GWMIX
GWMIX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | GWMIX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | GWMIX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | GWMIX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | GWMIX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | GWMIX vs FHMIX |
Other Mutual Funds from AMG
Most popular AMG mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 11 | 5.65% | Jul 6, 1992 | GWMIX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 22 | 10.26% | May 1, 1997 | GWMIX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 39 | -0.71% | Apr 30, 1993 | GWMIX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -7.75% | Mar 4, 2005 | GWMIX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.94% | Aug 14, 1992 | GWMIX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -3.42% | Jun 28, 2005 | GWMIX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -2.77% | Sep 19, 1994 | GWMIX vs CHTTX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 49 | 4.75% | Oct 1, 2003 | GWMIX vs SSSFX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 78 | -0.80% | Dec 30, 1985 | GWMIX vs BRWIX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 12 | 4.20% | Apr 23, 1987 | GWMIX vs SKSEX |
Often Compared With GWMIX
What investors most often compare with GWMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG River Road Dividend All Cap Value Fund | Large Cap Value Equities | 1 | 2.19% | Jun 28, 2005 | GWMIX vs ARDEX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 93 | 1.09% | Oct 31, 2017 | GWMIX vs DCARX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 92 | 1.10% | Nov 3, 2014 | GWMIX vs DMREX |
Compare GWMIX with Any Fund or Stock
Compare GWMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.