Amg River Road Fund Quote

ARIMX Fund  USD 11.66  0.03  0.26%   

Performance

18 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Amg River is trading at 11.66 as of the 1st of December 2024; that is 0.26 percent up since the beginning of the trading day. The fund's open price was 11.63. Amg River has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Amg River Road are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies that the subadviser believes are undervalued. The subadviser considers small- and mid-capitalization companies to be those with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell 2500 Index. More on Amg River Road

Moving together with Amg Mutual Fund

  0.8SSEIX Amg Southernsun EquityPairCorr
  0.79SSEFX Amg Southernsun EquityPairCorr
  0.98FQUAX Amg Fq LongPairCorr
  0.73SSSFX Amg Southernsun SmallPairCorr
  0.73SSSIX Amg Southernsun SmallPairCorr

Moving against Amg Mutual Fund

  0.4GWMTX Amg Gwk MunicipalPairCorr
  0.39GWMIX Amg Gwk MunicipalPairCorr

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Funds, Small Value Funds, Small Value, AMG Funds, Large, Small Blend (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Amg River Road [ARIMX] is traded in USA and was established 1st of December 2024. Amg River is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of AMG Funds family. This fund presently has accumulated 269.94 M in assets under management (AUM) with minimum initial investment of 100 K. Amg River Road is currently producing year-to-date (YTD) return of 20.81% with the current yeild of 0.0%, while the total return for the last 3 years was 8.44%.
Check Amg River Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Amg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Amg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Amg River Road Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Amg River Road Mutual Fund Constituents

IMKTAIngles Markets IncorporatedStockConsumer Staples
AWIArmstrong World IndustriesStockIndustrials
WTMWhite Mountains InsuranceStockFinancials
AAPAdvance Auto PartsStockConsumer Discretionary
UNFUnifirstStockIndustrials
TWNKHostess BrandsStockConsumer Staples
PINCPremierStockHealth Care
NCRNCR CorpStockInformation Technology
More Details

Amg River Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
More Details

Amg River Road Risk Profiles

Amg River Against Markets

Other Information on Investing in Amg Mutual Fund

Amg River financial ratios help investors to determine whether Amg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Amg with respect to the benefits of owning Amg River security.
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals