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Morningstar

AMG River Road Small Cap Value Z ARZMX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 16.12  /  +0.19 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.12%
  • Turnover 25%

USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 11:22 PM GMT+0

Morningstar’s Analysis ARZMX

Will ARZMX 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 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.

Worthy of an upgrade.

Analyst David Carey

David Carey

Analyst

Summary

Increased conviction in AMG River Road’s experienced, collaborative team raises its People rating to High from Above Average, while its Process rating remains Above Average.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ARZMX

More ARZMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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