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Morningstar

AMG River Road Small Cap Value N ARSVX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 14.19  /  0.70 %
  • Total Assets 897.7 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 33%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:13 AM GMT+0

Morningstar’s Analysis ARSVX

Will ARSVX 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 ARSVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

A proven defensive approach.

Associate Analyst David Carey

David Carey

Associate Analyst

Summary

Experienced managers and a defensive approach earn AMG River Road Small Cap Value a Morningstar Analyst Rating of Bronze across all share classes.

by David Carey
Rated on Published on

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Portfolio Holdings ARSVX

More ARSVX Holdings
  • Current Portfolio Date
  • Equity Holdings 61
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 30.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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