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Morningstar

AMG River Road Dividend All Cap Value I ARIDX

Morningstar Analyst Rating
Analyst rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 10.11  /  0.70 %
  • Total Assets 340.0 Mil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.30%
  • Turnover 30%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis ARIDX

Will ARIDX outperform in 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 ARIDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ARIDX 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 ARIDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A defensive-minded approach.

Associate Analyst

Summary

| by David Carey

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.

Unlock our full analysis with Morningstar Investor