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Morningstar

AMG River Road Mid Cap Value N CHTTX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 18.37  /  0.71 %
  • Total Assets 325.2 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.81%
  • Turnover 71%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 12:24 AM GMT+0

Morningstar’s Analysis CHTTX

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

People Pillar

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

AMG River Road Mid Cap Value N's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CHTTX

More CHTTX Holdings
  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LKQ Corp

3.94
13,240,659
Consumer Cyclical

Carlisle Companies Inc

3.75
12,620,226
Industrials

BJ's Wholesale Club Holdings Inc

3.74
12,560,889
Consumer Defensive

Fairfax Financial Holdings Ltd Shs Subord.Vtg

3.39
11,381,946
Financial Services

The Kroger Co

3.12
10,487,295
Consumer Defensive

Liberty Broadband Corp Registered Shs Series -C-

2.93
9,841,670
Communication Services

Global Payments Inc

2.92
9,819,615
Industrials

WEX Inc

2.58
8,689,008
Technology

Idacorp Inc

2.49
8,375,745
Utilities

Ferguson PLC

2.48
8,348,290
Industrials