9 important things you should know about AMG Funds BWAFX mutual fund
Updated: December 06, 2021
Bull case
No sales load or distribution fees
Bear case
Low net assets

Before we start: if you’re looking for BWAFX “stock” price, you can quickly find it out by visiting Finny and typing "BWAFX quote". If you’re looking for a quick scoop on BWAFX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "BWAFX". You’ll get all this info in one place.

Are you looking to buy or sell BWAFX? Or perhaps you’re looking for BWAFX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this BWAFX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: BWAFX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: BWAFX buy or sell; the pros and cons of investing in BWAFX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to BWAFX.

And here is the list of questions we’ll answer:

  1. Describe AMG Funds I: AMG Managers Brandywine Advisors Mid Cap Growth Fund; Class N Shares (BWAFX).
  2. What are BWAFX holdings?
  3. What is BWAFX performance? What are BWAFX historical returns?
  4. What is BWAFX dividend yield?
  5. What is BWAFX minimum initial investment amount?
  6. Does BWAFX have any sales loads or 12b-1 distribution expenses?
  7. What is BWAFX Finny Score? BWAFX buy or sell?
  8. What are the pros of investing in BWAFX? What are BWAFX buy reasons?
  9. What are the cons of investing in BWAFX? What are BWAFX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AMG Funds I: AMG Managers Brandywine Advisors Mid Cap Growth Fund; Class N Shares (BWAFX).

2. What are BWAFX top holdings?

BWAFX has 49 stock holdings and 0 bond holdings.

The top 10 holdings represent 30.84% of total assets. Here are the top holdings:

Name Symbol % Assets
Tandem Diabetes Care Inc TNDM 4.10%
Global Payments Inc GPN 3.47%
Advanced Micro Devices Inc AMD 3.27%
Lumentum Holdings Inc LITE 3.22%
Papa John's International Inc PZZA 3.18%
Target Corp TGT 2.87%
Veracyte Inc VCYT 2.83%
Fiserv Inc FISV 2.68%
Biomarin Pharmaceutical Inc BMRN 2.65%
Electronic Arts Inc EA 2.57%

3. What is BWAFX performance? What are BWAFX historical returns?

BWAFX has generated the following returns:

  • 1-month return is -4.25%;
  • 3-month return is -29.80%;
  • 1-year return is -29.80%;
  • 3-year return is -2.36%;
  • 5-year return is -1.33%;
  • 10-year return is 2.27%.

4. What is BWAFX dividend yield?

BWAFX yield is %.

5. What is BWAFX minimum initial investment amount?

BWAFX minimum initial investment amount is $2.00K.

6. Does BWAFX have any sales loads or 12b-1 distribution expenses?

BWAFX 12b-1 distribution fee is 0. BWAFX front-end sales load is 0. BWAFX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

8. What are the pros of investing in BWAFX? What are BWAFX buy reasons?

The following are BWAFX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in BWAFX? What are BWAFX negatives?

The following are BWAFX weaknesses from our perspective:

  • BWAFX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the BWAFX review, we covered BWAFX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.