AMG GW&K Small Cap Value Fund (SKSEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SKSEX
SKSEX charges 1.15% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SKSEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SKSEX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SKSEX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SKSEX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SKSEX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SKSEX vs VSMAX |
Best Risk-Adjusted Alternatives to SKSEX
Among mutual funds in the Small Cap Blend Equities 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 92 | Dec 28, 2007 | SKSEX vs AUERX | |
| DFA International Small Company Portfolio | 89 | Sep 30, 1996 | SKSEX vs DFISX | |
| Royce Micro Cap Series Fund | 86 | Dec 31, 1991 | SKSEX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 85 | Apr 15, 1997 | SKSEX vs WESCX | |
| Fidelity Series Small Cap Opportunities Fund | 81 | Mar 22, 2007 | SKSEX vs FSOPX |
Top Performing SKSEX Alternatives (YTD)
SKSEX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 11.47% | Dec 14, 2001 | SKSEX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 9.67% | Apr 15, 1997 | SKSEX vs WESCX | |
| Royce Micro Cap Series Fund | 9.23% | Dec 31, 1991 | SKSEX vs RYOTX | |
| River Oak Discovery Fund | 7.17% | Jun 30, 2005 | SKSEX vs RIVSX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 6.91% | Nov 12, 2014 | SKSEX vs TNVIX |
Lowest Volatility Alternatives to SKSEX
SKSEX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.63% | Sep 30, 1996 | SKSEX vs DFISX | |
| DWS Small Cap Core Fund | 17.61% | Jul 14, 2000 | SKSEX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.58% | Nov 1, 1996 | SKSEX vs HFCGX | |
| Boston Trust Small Cap Fund | 19.02% | — | SKSEX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.41% | Feb 27, 2017 | SKSEX vs CSMDX |
Lowest Drawdown Alternatives to SKSEX
SKSEX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | SKSEX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SKSEX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SKSEX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SKSEX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SKSEX vs BOSOX |
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 | SKSEX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 22 | 10.26% | May 1, 1997 | SKSEX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 39 | -0.71% | Apr 30, 1993 | SKSEX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -7.75% | Mar 4, 2005 | SKSEX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.94% | Aug 14, 1992 | SKSEX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -3.42% | Jun 28, 2005 | SKSEX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -2.77% | Sep 19, 1994 | SKSEX vs CHTTX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 49 | 4.75% | Oct 1, 2003 | SKSEX vs SSSFX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 78 | -0.80% | Dec 30, 1985 | SKSEX vs BRWIX | |
| AMG GW&K Municipal Bond Fund | Municipal Bonds | 52 | -0.90% | Jun 29, 2009 | SKSEX vs GWMIX |
Often Compared With SKSEX
What investors most often compare with SKSEX, 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.