Morningstar

AMG River Road Mid Cap Value Fund - Class Z ABIZX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 22.35  /  +0.36 %
  • Total Assets 397.1M
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.47%
  • Turnover 93%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:38 AM GMT+0

Morningstar’s Analysis ABIZX

Will ABIZX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ABIZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ABIZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ABIZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG River Road Mid Cap Value Z holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings ABIZX

More ABIZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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United Natural Foods Inc

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International Flavors & Fragrances Inc

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