Amg River Road Fund Quote
| ARZMX Fund | USD 18.56 0.09 0.48% |
Performance18 of 100
| Odds Of DistressLess than 16
|
Amg River is trading at 18.56 as of the 29th of November 2024; that is 0.48 percent down since the beginning of the trading day. The fund's open price was 18.65. 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 5th of December 2023 and ending today, the 29th of November 2024. Click here to learn more.
Under normal conditions, the fund invests at least 80 percent of its assets in equity securities of small-cap companies that the subadviser believes are undervalued. Value investing involves buying stocks that are out of favor andor undervalued in comparison to their peers or their prospects for growth. More on Amg River Road
Moving together with Amg Mutual Fund
| 0.72 | SSEIX | Amg Southernsun Equity | PairCorr |
| 0.72 | SSEFX | Amg Southernsun Equity | PairCorr |
| 0.96 | FQUAX | Amg Fq Long | PairCorr |
| 0.65 | SSSFX | Amg Southernsun Small | PairCorr |
| 0.66 | SSSIX | Amg Southernsun Small | PairCorr |
Moving against Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Small Value Funds, Small Value, AMG Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Amg River Road [ARZMX] is traded in USA and was established 29th of November 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 340.74 M in assets under management (AUM) with no minimum investment requirementsAmg River Road is currently producing year-to-date (YTD) return of 20.04% with the current yeild of 0.0%, while the total return for the last 3 years was 9.07%.
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
| IMKTA | Ingles Markets Incorporated | Stock | Consumer Staples | |
| CARS | Cars Inc | Stock | Communication Services | |
| WTM | White Mountains Insurance | Stock | Financials | |
| UNF | Unifirst | Stock | Industrials | |
| TWNK | Hostess Brands | Stock | Consumer Staples | |
| PINC | Premier | Stock | Health Care | |
| NCR | NCR Corp | Stock | Information Technology | |
| MUSA | Murphy USA | Stock | Consumer Discretionary |
Amg River Road Risk Profiles
| Mean Deviation | 0.7238 | |||
| Semi Deviation | 0.3775 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 |
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.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |