AMG River Road Dividend All-Cap Value’s experienced management team and defensive approach merit a Morningstar Analyst Rating of Bronze across all mutual fund share classes, including its Europe-based fund, and an upgrade to Silver for its separately managed account version.
AMG River Road Dividend All Cap Value I ARIDX
NAV / 1-Day Return
11.70
/
0.17
%
Total Assets
409.9 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.820%
Expense Ratio
0.820%
Fee Level
Above Average
Longest Manager Tenure
16.56
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
100,000
Status
Open
TTM Yield
2.28%
Turnover
20%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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 approach makes this a strong offering.
