Amg River Road Fund Quote

ARSVX Fund  USD 17.06  0.02  0.12%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Amg River is trading at 17.06 as of the 22nd of November 2024; that is 0.12 percent down since the beginning of the trading day. The fund's open price was 17.08. Amg River has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok 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 May 2024 and ending today, the 22nd 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

  0.93FQUAX Amg Fq LongPairCorr

Moving against Amg Mutual Fund

  0.53GWMTX Amg Gwk MunicipalPairCorr
  0.52GWMIX Amg Gwk MunicipalPairCorr
  0.41GWMNX Amg Gwk MunicipalPairCorr
  0.39GWMEX Amg Gwk MunicipalPairCorr
  0.36GWMZX Amg Gwk MunicipalPairCorr

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Funds, Small Value Funds, Small Value, AMG Funds, Large, Small Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Amg River Road [ARSVX] is traded in USA and was established 22nd 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 892.59 M in assets under management (AUM) with no minimum investment requirementsAmg River Road is currently producing year-to-date (YTD) return of 15.73%, while the total return for the last 3 years was 7.7%.
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
CARSCars IncStockCommunication Services
EAFGrafTech InternationalStockIndustrials
WTMWhite Mountains InsuranceStockFinancials
UNFUnifirstStockIndustrials
TWNKHostess BrandsStockConsumer Staples
PINCPremierStockHealth Care
NCRNCR CorpStockInformation Technology
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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.
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