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AMG River Road Dividend All Cap Value N ARDEX

Analyst rating as of
NAV / 1-Day Return
11.10  /  0.54 %
Total Assets
340.8 Mil
Adj. Expense Ratio
0.970%
Expense Ratio
0.970%
Fee Level
Above Average
Longest Manager Tenure
17.42 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
2.13%
Turnover
20%

Morningstar’s Fund Analysis ARDEX

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A defensive-minded approach.

Summary

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AMG River Road’s disciplined process has been consistently executed, earning a Morningstar Analyst Rating of Bronze for all mutual fund share classes and Silver for the separately managed account.

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