ARIMX – Fund Analysis – AMG River Road Small-Mid Cap Value I | Morningstar

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Will ARIMX outperform in future?

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

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Process Pillar

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

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

A sound investment process and strong management team underpin AMG River Road Small-Mid Cap Value I's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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