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AMG River Road Small-Mid Cap Value I ARIMX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 9.90  /  −0.40 %
  • Total Assets 302.2 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.30%
  • Turnover 30%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:18 AM GMT+0

Morningstar’s Analysis ARIMX

Will ARIMX outperform in future?

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

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.

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Portfolio Holdings ARIMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

White Mountains Insurance Group Ltd

4.03 12.8 Mil
Financial Services

LKQ Corp

3.82 12.2 Mil
Consumer Cyclical

Atkore Inc

3.75 11.9 Mil
Industrials

Cash & Cash Equivalents

3.70 11.8 Mil
Cash and Equivalents

BJ's Wholesale Club Holdings Inc

3.64 11.6 Mil
Consumer Defensive

Vistra Corp

3.60 11.5 Mil
Utilities

WEX Inc

3.27 10.4 Mil
Technology

TD Synnex Corp

2.94 9.4 Mil
Technology

Murphy USA Inc

2.76 8.8 Mil
Consumer Cyclical

UniFirst Corp

2.69 8.6 Mil
Industrials