Morningstar

AMG River Road Large Cap Value Select Fund - Class I MEQFX

Medalist Rating as of Sep 30, 2026 See AMG Investment Hub

Strategy

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. Under normal conditions, the adviser intends to invest its assets in the equity securities of a limited number of issuers. The fund invests primarily in equity securities that Subadviser believes are undervalued, including common stock, foreign securities and real estate investment trusts (“REITs”). It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FQUAX	AMG River Road Large Cap Value Select Fund - Class N	No Load	Open			Mar 1, 2006	$4.28M	0.950%	Above Average	$2,000	−$1.83M
MEQFX	AMG River Road Large Cap Value Select Fund - Class I	Institutional	Open			Aug 14, 1992	$38.83M	0.640%	Average	$100,000	−$6.15M

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