AMG River Road Mid Cap Value N 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.
AMG River Road Mid Cap Value Fund - Class N CHTTX
- NAV / 1-Day Return 19.97 / +0.76 %
- Total Assets 394.9M
-
Adj. Expense Ratio
1.110%
- 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 0.15%
- Turnover 93%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:25 AM GMT+0
Morningstar’s Analysis CHTTX
Will CHTTX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
BJ's Wholesale Club Holdings Inc | 3.98 | 15M | Consumer Defensive |
Cash & Cash Equivalents | 3.43 | 13M | Cash and Equivalents |
Simpson Manufacturing Co Inc | 3.20 | 12M | Basic Materials |
Labcorp Holdings Inc | 3.18 | 12M | Healthcare |
Amrize Ltd Registered Share | 2.92 | 11M | Basic Materials |
Keurig Dr Pepper Inc | 2.73 | 11M | Consumer Defensive |
Cal-Maine Foods Inc | 2.56 | 10M | Consumer Defensive |
Commerce Bancshares Inc | 2.51 | 10M | Financial Services |
Landstar System Inc | 2.43 | 9M | Industrials |
Fairfax Financial Holdings Ltd Shs Subord.Vtg | 2.41 | 9M | Financial Services |
United States