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AMG River Road Dividend All Cap Value N ARDEX

Analyst rating as of
NAV / 1-Day Return
13.13  /  1.20 %
Total Assets
553.5 Mil
Adj. Expense Ratio
1.070%
Expense Ratio
1.070%
Fee Level
Above Average
Longest Manager Tenure
15.87 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.71%
Turnover
35%
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Morningstar’s Analysis

Will ARDEX outperform in future?

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

This fund's value rests on its risk management.

Senior Analyst

Summary

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AMG River Road Dividend All-Cap Value’s downside protection still supports a Morningstar Analyst Rating of Bronze across its share classes, but it needs to be better overall.

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