Amg River Road Fund Quote

ARRZX Fund  USD 15.80  0.16  1.02%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Amg River is trading at 15.80 as of the 25th of November 2024; that is 1.02 percent up since the beginning of the trading day. The fund's open price was 15.64. Amg River has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good 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 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund principally invests in a portfolio of equity securities of U.S. and non-U.S. companies and may invest in securities of all market capitalizations. Under normal conditions, the advisor intends to invest the funds assets in the equity securities of a limited number of issuers. More on Amg River Road

Moving together with Amg Mutual Fund

  0.82SSEIX Amg Southernsun EquityPairCorr
  0.82SSEFX Amg Southernsun EquityPairCorr
  0.99FQUAX Amg Fq LongPairCorr
  0.79SSSFX Amg Southernsun SmallPairCorr
  0.8SSSIX Amg Southernsun SmallPairCorr

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, AMG Funds (View all Sectors)
Update Date30th of September 2024
Amg River Road [ARRZX] is traded in USA and was established 25th of November 2024. Amg River is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of AMG Funds family. This fund presently has accumulated 124.29 M in assets under management (AUM) with minimum initial investment of 5 M. Amg River Road is currently producing year-to-date (YTD) return of 23.53% with the current yeild of 0.01%, while the total return for the last 3 years was 5.98%.
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

CSCOCisco SystemsStockInformation Technology
CMCSAComcast CorpStockCommunication Services
BMYBristol Myers SquibbStockHealth Care
CBChubbStockFinancials
KHCKraft Heinz CoStockConsumer Staples
SABRSabre CorpoStockIndustrials
INTWorld Fuel ServicesStockEnergy
UNFUnifirstStockIndustrials
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.
Funds Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Commodity Directory
Find actively traded commodities issued by global exchanges