Morningstar

AMG River Road Focused Absolute Value Fund Class Z ARRZX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 12.77  /  −1.01 %
  • Total Assets 44.5M
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 1.07%
  • Turnover 92%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:35 AM GMT+0

Morningstar’s Analysis ARRZX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG River Road Focused Absolute Value Z 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.

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Portfolio Holdings ARRZX

More ARRZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

6.47 3M
Financial Services

StandardAero Inc

4.46 2M
Industrials

CRH PLC

4.41 2M
Basic Materials

McGrath RentCorp

4.37 2M
Industrials

Lithia Motors Inc Class A

4.33 2M
Consumer Cyclical

BJ's Wholesale Club Holdings Inc

4.33 2M
Consumer Defensive

Mid-America Apartment Communities Inc

4.12 2M
Real Estate

AptarGroup Inc

3.93 2M
Healthcare

American Express Co

3.93 2M
Financial Services

Progressive Corp

3.76 2M
Financial Services

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