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Morningstar

AMG River Road Small-Mid Cap Value I ARIMX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 10.27  /  +0.20 %
  • Total Assets 313.9 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.32%
  • Turnover 30%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ARIMX

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

  • People Pillar

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

An incline in People Pillar rating is the primary driver of AMG River Road Small-Mid Cap Value I's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ARIMX

More ARIMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

White Mountains Insurance Group Ltd

4.20 12.7 Mil
Financial Services

Cash & Cash Equivalents

3.89 11.8 Mil
Cash and Equivalents

BJ's Wholesale Club Holdings Inc

3.78 11.4 Mil
Consumer Defensive

Vistra Corp

3.62 11.0 Mil
Utilities

LKQ Corp

3.24 9.8 Mil
Consumer Cyclical

TD Synnex Corp

3.22 9.8 Mil
Technology

WEX Inc

3.05 9.3 Mil
Technology

Atkore Inc

3.03 9.2 Mil
Industrials

Murphy USA Inc

2.87 8.7 Mil
Consumer Cyclical

UniFirst Corp

2.61 7.9 Mil
Industrials