Morningstar

AMG River Road Small-Mid Cap Value Fund Class Z ARSZX

Morningstar Medalist Rating
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Medalist Rating as of See AMG Investment Hub
  • NAV / 1-Day Return $10.74  /  +0.09 %
  • Fund Size $320.3M
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.970%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.52%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis ARSZX

Will ARSZX outperform in the 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 ARSZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG River Road Small-Mid Cap Value Z 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.

by Morningstar Automated Analysis
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Portfolio Holdings ARSZX

More ARSZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

White Mountains Insurance Group Ltd

4.21 13M
Financial Services

BJ's Wholesale Club Holdings Inc

3.68 11M
Consumer Defensive

McGrath RentCorp

3.53 11M
Industrials

CoreCivic Inc

3.35 10M
Industrials

AptarGroup Inc

3.18 10M
Healthcare

Armstrong World Industries Inc

2.56 8M
Industrials

A.O. Smith Corp

2.33 7M
Industrials

The Cooper Companies Inc

2.25 7M
Healthcare

GXO Logistics Inc

2.16 7M
Industrials

Haemonetics Corp

2.15 7M
Healthcare

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