AMG GW&K Small Cap Value Fund (SKSEX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SKSEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SKSEX
SKSEX charges 1.15% annually. There are 117 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SKSEX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SKSEX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | SKSEX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | SKSEX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | SKSEX vs TISBX |
Best Risk-Adjusted Alternatives to SKSEX
SKSEX has a PortfoliosLab risk / return rank of 42. There are 140 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | SKSEX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | SKSEX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | SKSEX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | SKSEX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | SKSEX vs RYOTX |
Top Performing SKSEX Alternatives (YTD)
SKSEX is at 24.85% YTD. There are 16 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | SKSEX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | SKSEX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | SKSEX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | SKSEX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | SKSEX vs HASCX |
Lowest Volatility Alternatives to SKSEX
SKSEX has 19.76% 1-year volatility. There are 141 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | SKSEX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | SKSEX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | SKSEX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | SKSEX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | SKSEX vs BOSOX |
Lowest Drawdown Alternatives to SKSEX
SKSEX has a 1-year max drawdown of -10.83%. There are 104 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SKSEX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SKSEX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | SKSEX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SKSEX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SKSEX vs SSCDX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 8 | 14.69% | — | Jul 1992 | SKSEX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 14 | 23.48% | — | May 1997 | SKSEX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 15 | -0.16% | — | Apr 1993 | SKSEX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 19 | 22.44% | — | Jan 2017 | SKSEX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 4 | 2.31% | — | Mar 2007 | SKSEX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -8.03% | — | Jan 1991 | SKSEX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.38% | — | Mar 2005 | SKSEX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 3.07% | — | Jun 2005 | SKSEX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.74% | — | Aug 1992 | SKSEX vs MEQFX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 71 | 15.33% | — | Dec 1985 | SKSEX vs BRWIX |
Often Compared With SKSEX
Investors most often compare SKSEX with YASLX, MRESX, ARDEX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SKSEX with Any Fund or Stock
Compare SKSEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SKSEX with funds that move differently
AMG GW&K Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SKSEX.
Explore SKSEX Diversifiers