Fund Overview

Fund Overview

Share Class

Z

NAV | as of 09/28/2022

$8.88
+$0.12 (+1.37%)

Morningstar | Style Box

L M E H M L

Overall Morningstar Rating


Rated against 569 Intermediate Core-Plus Bond funds as of 08/31/2022

View Morningstar Details

Growth of $10,000 (Hypothetical)

Since Inception 01/02/1997 to 08/31/2022 = $34,177.74

  • 3YR
  • 5YR
  • 10YR
  • INCEP.
INCEP.
  • 3YR
  • 5YR
  • 10YR
  • INCEP.

The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month end please call 800.835.3879. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown.

Objective

The Fund seeks to generate income and capital appreciation by primarily investing in a diversified portfolio of fixed income securities.

Why Consider

  • Provides investors with exposure to a diversified portfolio of fixed income securities
  • Invests in companies that GW&K believes are leaders in effectively addressing exposure to ESG risks through robust business practices, policies and programs or companies that have more limited exposure to ESG risks.
  • The Fund employs a multi-sector approach designed to take advantage of the relative valuations among distinct bond sectors and provide greater opportunities to generate income and capital appreciation, while helping to manage risk in changing economic environments

Mary F. Kane, CFA

PARTNER AND PORTFOLIO MANAGER

Stephen J. Repoff, CFA

PRINCIPAL, PORTFOLIO MANAGER

Performance

Performance

Read Important Investment Disclosures

Returns

Trailing Returns

The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month end please call 800.835.3879. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown. Returns for periods less than one year are not annualized.

Expense Ratios

  • Gross Expense Ratio: 0.68%
  • Net Expense Ratio: 0.48%
  • Expense Cap Expiration Date: 05/01/2023

Distributions & Pricing

Distributions

Calendar Year Distributions

Ex-Date Total Distribution Income Short-term Cap Gains Long-term Cap Gains
Sep 28, 2022 $0.020400 $0.020400
Aug 29, 2022 $0.019400 $0.019400
Jul 27, 2022 $0.018800 $0.018800
Jun 28, 2022 $0.018200 $0.018200
May 26, 2022 $0.017000 $0.017000
Apr 27, 2022 $0.013900 $0.013900
Mar 29, 2022 $0.014200 $0.014200
Feb 24, 2022 $0.012500 $0.012500
Jan 27, 2022 $0.012800 $0.012800
Dec 15, 2021 $0.019600 $0.019600
Nov 26, 2021 $0.013500 $0.013500
Oct 27, 2021 $0.013000 $0.013000
Sep 28, 2021 $0.013500 $0.013500
Aug 27, 2021 $0.014500 $0.014500
Jul 28, 2021 $0.015000 $0.015000
Jun 28, 2021 $0.014800 $0.014800
May 26, 2021 $0.014300 $0.014300
Apr 28, 2021 $0.014300 $0.014300
Mar 29, 2021 $0.015300 $0.015300
Feb 24, 2021 $0.014700 $0.014700
Jan 27, 2021 $0.017500 $0.017500
Dec 16, 2020 $0.015300 $0.015300
Nov 25, 2020 $0.016100 $0.016100
Oct 28, 2020 $0.017100 $0.017100
Sep 28, 2020 $0.016800 $0.016800
Aug 27, 2020 $0.017300 $0.017300
Jul 29, 2020 $0.016800 $0.016800
Jun 26, 2020 $0.019600 $0.019600
May 27, 2020 $0.020100 $0.020100
Apr 28, 2020 $0.019100 $0.019100
Mar 27, 2020 $0.021700 $0.021700
Feb 26, 2020 $0.020600 $0.020600
Jan 29, 2020 $0.021900 $0.021900
Dec 16, 2019 $0.025900 $0.025900
Nov 26, 2019 $0.020000 $0.020000
Oct 29, 2019 $0.020000 $0.020000
Sep 26, 2019 $0.021000 $0.021000
Aug 28, 2019 $0.022000 $0.022000
Jul 29, 2019 $0.023500 $0.023500
Jun 26, 2019 $0.023000 $0.023000
May 29, 2019 $0.024000 $0.024000
Apr 26, 2019 $0.024000 $0.024000
Mar 27, 2019 $0.024000 $0.024000
Feb 26, 2019 $0.022500 $0.022500
Jan 29, 2019 $0.022000 $0.022000
Dec 27, 2018 $0.024600 $0.024600
Nov 28, 2018 $0.021500 $0.021500
Oct 29, 2018 $0.022500 $0.022500
Sep 26, 2018 $0.021500 $0.021500
Aug 29, 2018 $0.021600 $0.021600
Jul 27, 2018 $0.023000 $0.023000
Jun 27, 2018 $0.021500 $0.021500
May 29, 2018 $0.021500 $0.021500
Apr 26, 2018 $0.019500 $0.019500
Mar 27, 2018 $0.021400 $0.021400
Feb 26, 2018 $0.020000 $0.020000
Jan 29, 2018 $0.019000 $0.019000
Dec 27, 2017 $0.023100 $0.023100
Nov 27, 2017 $0.020000 $0.020000
Oct 26, 2017 $0.020000 $0.020000
Sep 26, 2017 $0.020000 $0.020000
Aug 28, 2017 $0.020000 $0.020000
Jul 26, 2017 $0.020000 $0.020000
Jun 27, 2017 $0.021500 $0.021500
May 25, 2017 $0.021500 $0.021500
Apr 25, 2017 $0.022000 $0.022000
Mar 28, 2017 $0.022000 $0.022000
Feb 23, 2017 $0.016500 $0.016500
Jan 26, 2017 $0.019000 $0.019000
Dec 27, 2016 $0.022200 $0.022200
Nov 25, 2016 $0.022000 $0.022000
Oct 26, 2016 $0.020000 $0.020000
Sep 27, 2016 $0.020000 $0.020000
Aug 26, 2016 $0.022000 $0.022000
Jul 26, 2016 $0.022000 $0.022000
Jun 27, 2016 $0.020000 $0.020000
May 25, 2016 $0.020000 $0.020000
Apr 26, 2016 $0.020000 $0.020000
Mar 28, 2016 $0.020000 $0.020000
Feb 24, 2016 $0.020000 $0.020000
Jan 26, 2016 $0.021100 $0.021100
Dec 28, 2015 $0.026700 $0.026700
Nov 24, 2015 $0.025000 $0.025000
Oct 27, 2015 $0.024000 $0.024000
Sep 25, 2015 $0.024000 $0.024000
Aug 26, 2015 $0.026000 $0.026000
Jul 28, 2015 $0.026000 $0.026000
Jun 25, 2015 $0.027500 $0.027500
May 26, 2015 $0.026000 $0.026000
Apr 27, 2015 $0.027200 $0.027200
Mar 26, 2015 $0.028600 $0.028600
Feb 24, 2015 $0.028500 $0.028500
Jan 27, 2015 $0.026600 $0.026600
Dec 26, 2014 $0.026900 $0.026900
Nov 24, 2014 $0.026600 $0.026600
Oct 28, 2014 $0.026900 $0.026900
Sep 25, 2014 $0.026600 $0.026600
Aug 26, 2014 $0.026600 $0.026600
Jul 28, 2014 $0.025600 $0.025600
Jun 25, 2014 $0.025100 $0.025100
May 27, 2014 $0.027100 $0.027100
Apr 25, 2014 $0.028100 $0.028100
Mar 26, 2014 $0.027600 $0.027600
Feb 25, 2014 $0.027600 $0.027600
Jan 28, 2014 $0.025100 $0.025100
Dec 26, 2013 $1.087900 $0.036800 $0.048600 $1.002500
Nov 25, 2013 $0.028600 $0.028600
Oct 28, 2013 $0.025000 $0.025000
Sep 25, 2013 $0.018500 $0.018500
Aug 27, 2013 $0.017500 $0.017500
Jul 26, 2013 $0.017000 $0.017000
Jun 25, 2013 $0.017500 $0.017500
May 28, 2013 $0.025100 $0.025100
Apr 25, 2013 $0.020000 $0.020000
Mar 25, 2013 $0.022500 $0.022500
Feb 25, 2013 $0.020000 $0.020000
Jan 28, 2013 $0.040100 $0.040100
Dec 26, 2012 $0.159700 $0.050100 $0.001400 $0.108200
Nov 27, 2012 $0.035100 $0.035100
Oct 26, 2012 $0.038600 $0.038600
Sep 25, 2012 $0.038600 $0.038600
Aug 28, 2012 $0.042600 $0.042600
Jul 26, 2012 $0.038600 $0.038600
Jun 26, 2012 $0.045100 $0.045100
May 25, 2012 $0.057600 $0.057600
Apr 25, 2012 $0.037600 $0.037600
Mar 27, 2012 $0.035100 $0.035100
Feb 24, 2012 $0.043600 $0.043600
Jan 26, 2012 $0.042600 $0.042600
Dec 27, 2011 $0.246800 $0.071800 $0.175000
Nov 25, 2011 $0.057600 $0.057600
Oct 26, 2011 $0.040100 $0.040100
Sep 27, 2011 $0.030700 $0.030700
Aug 26, 2011 $0.040100 $0.040100
Jul 26, 2011 $0.040100 $0.040100
Jun 27, 2011 $0.040100 $0.040100
May 25, 2011 $0.042600 $0.042600
Apr 26, 2011 $0.040700 $0.040700
Mar 28, 2011 $0.042600 $0.042600
Feb 23, 2011 $0.042600 $0.042600
Jan 26, 2011 $0.045100 $0.045100
Dec 28, 2010 $0.054900 $0.054900
Nov 24, 2010 $0.039100 $0.039100
Oct 26, 2010 $0.038600 $0.038600
Sep 27, 2010 $0.038600 $0.038600
Aug 26, 2010 $0.038600 $0.038600
Jul 27, 2010 $0.040600 $0.040600
Jun 25, 2010 $0.038600 $0.038600
May 25, 2010 $0.040100 $0.040100
Apr 27, 2010 $0.040100 $0.040100
Mar 26, 2010 $0.040100 $0.040100
Feb 23, 2010 $0.040100 $0.040100
Jan 26, 2010 $0.040100 $0.040100
Dec 28, 2009 $0.045200 $0.045200
Nov 24, 2009 $0.045200 $0.045200
Oct 27, 2009 $0.045200 $0.045200
Sep 25, 2009 $0.040100 $0.040100
Aug 26, 2009 $0.035100 $0.035100
Jul 28, 2009 $0.050200 $0.050200
Jun 25, 2009 $0.050200 $0.050200
May 26, 2009 $0.055200 $0.055200
Apr 27, 2009 $0.050200 $0.050200
Mar 26, 2009 $0.035100 $0.035100
Feb 24, 2009 $0.032600 $0.032600
Jan 27, 2009 $0.050200 $0.050200
Dec 26, 2008 $0.049300 $0.049300
Nov 24, 2008 $0.052700 $0.052700
Oct 28, 2008 $0.040200 $0.040200
Sep 25, 2008 $0.050200 $0.050200
Aug 26, 2008 $0.052700 $0.052700
Jul 28, 2008 $0.050200 $0.050200
Jun 25, 2008 $0.050200 $0.050200
May 27, 2008 $0.050200 $0.050200
Apr 25, 2008 $0.050200 $0.050200
Mar 26, 2008 $0.045200 $0.045200
Feb 26, 2008 $0.040200 $0.040200
Jan 28, 2008 $0.050200 $0.050200
Dec 26, 2007 $0.066800 $0.066800
Nov 27, 2007 $0.055200 $0.055200
Oct 26, 2007 $0.050200 $0.050200
Sep 25, 2007 $0.050200 $0.050200
Aug 28, 2007 $0.050200 $0.050200
Jul 26, 2007 $0.045200 $0.045200
Jun 26, 2007 $0.045200 $0.045200
May 25, 2007 $0.051000 $0.051000
Apr 25, 2007 $0.050200 $0.050200
Mar 27, 2007 $0.045000 $0.045000
Feb 23, 2007 $0.045000 $0.045000
Jan 26, 2007 $0.045000 $0.045000
Dec 26, 2006 $0.055000 $0.055000
Nov 27, 2006 $0.045000 $0.045000
Oct 26, 2006 $0.050000 $0.050000
Sep 26, 2006 $0.045000 $0.045000
Aug 28, 2006 $0.050000 $0.050000
Jul 26, 2006 $0.046000 $0.046000
Jun 27, 2006 $0.045000 $0.045000
May 25, 2006 $0.044000 $0.044000
Apr 25, 2006 $0.042000 $0.042000
Mar 28, 2006 $0.043000 $0.043000
Feb 23, 2006 $0.040000 $0.040000
Jan 26, 2006 $0.040000 $0.040000
Dec 27, 2005 $0.071000 $0.071000
Nov 25, 2005 $0.050000 $0.050000
Oct 26, 2005 $0.050000 $0.050000
Sep 27, 2005 $0.050000 $0.050000
Aug 26, 2005 $0.046500 $0.046500
Jul 26, 2005 $0.045000 $0.045000
Jun 27, 2005 $0.040000 $0.040000
May 25, 2005 $0.044000 $0.044000
Apr 26, 2005 $0.050100 $0.050100
Mar 28, 2005 $0.050000 $0.050000
Feb 23, 2005 $0.040000 $0.040000
Jan 26, 2005 $0.035000 $0.035000
Dec 28, 2004 $0.060000 $0.060000
Nov 24, 2004 $0.045000 $0.045000
Oct 26, 2004 $0.045000 $0.045000
Sep 27, 2004 $0.040000 $0.040000
Aug 26, 2004 $0.047000 $0.047000
Jul 27, 2004 $0.047000 $0.047000
Jun 25, 2004 $0.045000 $0.045000
May 25, 2004 $0.044000 $0.044000
Apr 27, 2004 $0.043000 $0.043000
Mar 30, 2004 $0.053400 $0.053400
Feb 26, 2004 $0.044300 $0.044300
Jan 29, 2004 $0.041300 $0.041300
Dec 19, 2003 $0.049700 $0.049700
Nov 26, 2003 $0.041500 $0.041500
Oct 30, 2003 $0.047800 $0.047800
Sep 29, 2003 $0.049700 $0.049700
Aug 28, 2003 $0.049000 $0.049000
Jul 30, 2003 $0.051400 $0.051400
Jun 27, 2003 $0.043800 $0.043800
May 29, 2003 $0.044700 $0.044700
Apr 29, 2003 $0.049400 $0.049400
Mar 28, 2003 $0.060200 $0.060200
Feb 27, 2003 $0.051300 $0.051300
Jan 30, 2003 $0.052700 $0.052700
Dec 20, 2002 $0.048100 $0.048100
Nov 27, 2002 $0.050400 $0.050400
Oct 30, 2002 $0.060500 $0.060500
Sep 27, 2002 $0.054600 $0.054600
Aug 29, 2002 $0.053600 $0.053600
Jul 30, 2002 $0.058800 $0.058800
Jun 27, 2002 $0.049200 $0.049200
May 30, 2002 $0.056600 $0.056600
Apr 29, 2002 $0.058500 $0.058500
Mar 27, 2002 $0.047100 $0.047100
Feb 27, 2002 $0.056600 $0.056600
Jan 30, 2002 $0.045500 $0.045500
Dec 20, 2001 $0.141400 $0.042300 $0.099100
Nov 29, 2001 $0.047500 $0.047500
Oct 30, 2001 $0.051500 $0.051500
Sep 27, 2001 $0.045500 $0.045500
Aug 30, 2001 $0.048400 $0.048400
Jul 30, 2001 $0.051600 $0.051600
Jun 28, 2001 $0.046000 $0.046000
May 30, 2001 $0.058200 $0.058200
Apr 27, 2001 $0.050500 $0.050500
Mar 29, 2001 $0.054000 $0.054000
Feb 27, 2001 $0.050000 $0.050000
Jan 30, 2001 $0.057900 $0.057900
Dec 21, 2000 $0.056600 $0.056600
Nov 29, 2000 $0.054500 $0.054500
Oct 30, 2000 $0.057100 $0.057100
Sep 28, 2000 $0.050900 $0.050900
Aug 30, 2000 $0.064400 $0.064400
Jul 28, 2000 $0.054200 $0.054200
Jun 29, 2000 $0.058400 $0.058400
May 30, 2000 $0.060700 $0.060700
Apr 27, 2000 $0.051500 $0.051500
Mar 30, 2000 $0.059700 $0.059700
Feb 28, 2000 $0.058300 $0.058300
Jan 28, 2000 $0.049000 $0.049000
Dec 30, 1999 $0.060600 $0.060600
Nov 29, 1999 $0.057300 $0.057300
Oct 29, 1999 $0.053500 $0.053500
Sep 29, 1999 $0.059400 $0.059400
Aug 30, 1999 $0.057700 $0.057700
Jul 29, 1999 $0.045200 $0.045200
Jun 30, 1999 $0.081800 $0.056600 $0.025200
May 28, 1999 $0.045200 $0.045200
Apr 30, 1999 $0.046400 $0.046400
Mar 31, 1999 $0.051000 $0.051000
Feb 26, 1999 $0.043000 $0.043000
Jan 29, 1999 $0.045000 $0.045000
Dec 31, 1998 $0.136000 $0.136000
Nov 30, 1998 $0.050000 $0.050000
Oct 30, 1998 $0.053000 $0.053000
Sep 30, 1998 $0.055000 $0.055000
Aug 31, 1998 $0.055000 $0.055000
Jul 31, 1998 $0.055000 $0.055000
Jun 30, 1998 $0.055000 $0.055000
May 29, 1998 $0.045000 $0.045000
Apr 30, 1998 $0.060000 $0.060000
Mar 31, 1998 $0.054000 $0.054000
Feb 27, 1998 $0.050000 $0.050000
Jan 30, 1998 $0.055000 $0.055000
Dec 31, 1997 $0.200000 $0.200000
Nov 28, 1997 $0.045000 $0.045000
Oct 31, 1997 $0.060000 $0.060000
Sep 30, 1997 $0.040000 $0.040000
Aug 29, 1997 $0.053000 $0.053000
Jul 31, 1997 $0.060000 $0.060000
Jun 30, 1997 $0.045000 $0.045000
May 30, 1997 $0.050000 $0.050000
Apr 30, 1997 $0.060000 $0.060000
Mar 31, 1997 $0.050000 $0.050000
Feb 28, 1997 $0.050000 $0.050000
Jan 31, 1997 $0.030000 $0.030000

Risk & Return Stats

As of: 08/31/2022

3YR 5YR 10YR
Alpha
Alpha is a measure of performance on a risk-adjusted basis. Alpha takes the volatility (price risk) of a security or mutual fund and compares its risk-adjusted performance to a benchmark index. The excess return of the security or fund relative to the return of the benchmark index is a fund's alpha.
0.87 0.40 0.29
Standard Deviation
Standard Deviation is a measure of the dispersion of a set of data from its mean. The more spread apart the data, the higher the deviation. Standard deviation is calculated as the square root of variance.
5.85 5.04 4.25
Sharpe Ratio
Sharpe Ratio is a risk-adjusted measure developed by William Sharpe. It is calculated using standard deviation and excess return to determine reward per unit of risk. First, the average monthly return of the 90-day Treasury bill (over a 36-month period) is subtracted from the portfolio's average monthly return. The difference in total return represents the portfolio's excess return beyond that of the 90-day Treasury bill, a risk-free investment. An arithmetic annualized excess return is then calculated by multiplying this monthly return by 12. To show a relationship between excess return and risk, this number is then divided by the standard deviation of the portfolio's annualized excess returns. The higher the Sharpe ratio, the better the portfolio's historical risk-adjusted performance.
-0.35 -0.03 0.25
Upside Capture Ratio (%)
Upside Capture Ratio (%) is a measure of a manager's performance in up markets relative to a particular benchmark. An up market is one in which the market's quarterly (or monthly) return is greater than or equal to zero. For example, a ratio of 50% means that the portfolio's value increased half as much as its benchmark index during up markets.
129.78 116.46 114.37
Downside Capture Ratio (%)
Downside Capture Ratio (%) measures a manager's performance in down markets relative to a particular benchmark. A down market is one in which the market's quarterly (or monthly) return is less than zero. For example, a ratio of 50% means that the portfolio's value fell half as much as its benchmark index during down markets.
110.91 106.44 104.96
Beta
Beta measures the relationship between the portfolio's excess return over T-bills (representing a risk-free rate) relative to the excess return of the portfolio's benchmark. A low beta does not imply that the portfolio has a low level of volatility; rather, a low beta means that the portfolio's market-related risk is low. Beta is often referred to as systematic risk.
1.15 1.09 1.05
R-Squared
R-Squared ranges from 0 to 100 and reflects the percentage of a portfolio's movements that are explained by movements in its benchmark index. A portfolio with an R-squared of 100 means that all movement is completely explained by benchmark index movement. Thus, a portfolio that invests only in S&P 500 stocks will have an R-squared very close to 100. Conversely, a low R-squared indicates that very little of the portfolio's movement is explained by benchmark movement. An R-squared measure of 35, for example, means that movements in its benchmark index can explain only 35% of the portfolio's movements. R-squared is used to ascertain the significance of a particular beta or alpha and generally a higher R-squared will indicate more useful alpha and beta figures.
86.54 86.59 80.53
Tracking Error (%)
Tracking Error (%) , which is often referred to as the active risk of the portfolio, measures how closely a manager's returns track the returns of a benchmark index. Specifically, tracking error measures the standard deviation of the excess returns a portfolio generates compared to its benchmark. This gives an indication of the volatility of a portfolio versus its benchmark. If a manager tracks a benchmark closely, then tracking error will be low. If a manager tracks a benchmark perfectly, then tracking error will be zero.
2.26 1.88 1.88
View All Characteristics & Stats

Portfolio & Holdings

Portfolio & Holdings

Top Holdings (Fixed)

As of: 06/30/2022

United States Treasury Note/Bond Fixed 4.10%
United States Treasury Note/Bond Fixed 2.01%
United States Treasury Note/Bond Fixed 1.91%
Fannie Mae Pool AU6743 Fixed 1.88%
United States Treasury Note/Bond Fixed 1.81%
Fannie Mae Pool FM9679 Fixed 1.78%
United States Treasury Note/Bond Fixed 1.76%
State Of California Fixed 1.64%
Fannie Mae Pool FM3229 Fixed 1.64%
Freddie Mac Pool RA4919 Fixed 1.61%
% in Top 10 Holdings 20.12%
View Holding Details Read Important Investment Disclosures

Sector Allocation (Fixed)

As of: 06/30/2022

View Allocation Details

Investment Approach

Investment Approach

GW&K Enhanced Core Bond ESG Fund

GW&K believes that a multi-sector approach takes advantage of the relative valuations among distinct bond sectors and provides greater opportunities to generate income and capital appreciation, while helping to manage risk in changing economic environments. The Fund invests in a diversified portfolio of fixed income securities. When deciding which securities to buy or sell, typically, GW&K:

  • Incorporates ESG factors among many other fundamental, technical and valuation factors
  • Seeks companies that maintain sustainable competitive advantages and expect to benefit from emerging cyclical or secular drivers
  • Seeks to identify companies that are undervalued due to temporary or discrete events
  • Identifies companies that it believes are leaders in effectively addressing exposure to ESG risks through robust business practices, policies and programs or companies that have more limited exposure to ESG risks.
  • Uses top-down research that focuses on managing: duration, yield curve, credit quality, volatility and liquidity
  • Uses bottom-up research that focuses on: fundamental analysis, valuation analysis and technical analysis

The Rising Tide of ESG Investing

ESG investing, once considered an outlier, has moved to a mainstay of the investment management industry.

Read Blog

5 Questions Every Advisor Should Ask Their Clients About ESG

With 7 in 10 adults in the U.S. expressing interest in investments that look beyond financial considerations to consider a company’s carbon emissions, labor practices, or regulatory and compliance history, ESG investing can also be a big opportunity for advisors—if they ask their clients the right questions.

Read Blog

About

Background

GW&K Investment Management is a dynamic investment management firm that offers asset allocation, active equity, and fixed income investment solutions to help meet the needs of a diverse client base. GW&K’s founding principles of applying rigorous fundamental research, focusing on quality, and maintaining a long-term view still guide its investment process today.

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Founded

1974


Headquarters

Boston, MA


Affiliate Since

2008

Discover how the boutique advantage helps generate alpha.

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