AMG River Road Small-Mid Cap Value I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
AMG River Road Small-Mid Cap Value Fund Class I ARIMX
- NAV / 1-Day Return 10.05 / +0.50 %
- Total Assets 321.2M
-
Adj. Expense Ratio
1.020%
- Expense Ratio 1.020%
- 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 0.48%
- Turnover 36%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:25 AM GMT+0
Morningstar’s Analysis ARIMX
Will ARIMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
White Mountains Insurance Group Ltd | 4.39 | 14M | Financial Services |
BJ's Wholesale Club Holdings Inc | 3.53 | 12M | Consumer Defensive |
McGrath RentCorp | 3.24 | 11M | Industrials |
GXO Logistics Inc | 3.04 | 10M | Industrials |
CoreCivic Inc | 2.94 | 10M | Industrials |
AptarGroup Inc | 2.54 | 8M | Healthcare |
Lithia Motors Inc Class A | 2.52 | 8M | Consumer Cyclical |
Murphy USA Inc | 2.43 | 8M | Consumer Cyclical |
Assured Guaranty Ltd | 2.24 | 7M | Financial Services |
Cash & Cash Equivalents | 2.23 | 7M | Cash and Equivalents |
United States