ARZDX – Fund Analysis – AMG River Road Dividend All Cap Value Z | Morningstar

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Will ARZDX outperform in future?

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Process Pillar

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

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

A tough stretch doesn’t diminish this strategy’s appeal.

Analyst David Carey

David Carey

Analyst

Summary

AMG River Road Dividend All Cap Value’s experienced team and proven approach make it a reasonable large-value option.

by David Carey

Rated on Mar 19, 2024 Published on Mar 19, 2024

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