Morningstar

AMG River Road Small Cap Value Fund Class Z ARZMX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $15.91  /  +2.05 %
  • Fund Size $858.4M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.40%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis ARZMX

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

  • People Pillar

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

This defensive small-value fund lets you sleep well at night.

Analyst David Carey

David Carey

Analyst

Summary

AMG River Road Small Cap Value’s formidable team and proven approach make it a solid small-value option.

by David Carey
Rated on Published on

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Portfolio Holdings ARZMX

More ARZMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

4.96 43M
Cash and Equivalents

White Mountains Insurance Group Ltd

4.81 42M
Financial Services

McGrath RentCorp

3.90 34M
Industrials

CoreCivic Inc

3.61 31M
Industrials

GXO Logistics Inc

3.18 27M
Industrials

Asbury Automotive Group Inc

2.87 25M
Consumer Cyclical

Armstrong World Industries Inc

2.73 24M
Industrials

Genworth Financial Inc

2.63 23M
Financial Services

Vontier Corp Ordinary Shares

2.46 21M
Technology

Pursuit Attractions and Hospitality Inc

2.40 21M
Consumer Cyclical

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