Amg River Road Fund Quote
| ARIDX Fund | USD 6.32 0.02 0.32% |
PerformanceOK
| Odds Of DistressLow
|
Amg River is trading at 6.32 as of the 19th of March 2025; that is 0.32 percent down since the beginning of the trading day. The fund's open price was 6.34. Amg River has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
Under normal conditions, the fund invests at least 80 percent of its assets in equity securities. It invests in a diversified, all-cap portfolio of income-producing equity securities with yields that the subadviser believes will exceed that of the Russell 3000 Value Index. More on Amg River Road
Moving together with Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Large Value Funds, Large Value, AMG Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Fiscal Year End | October |
Amg River Road [ARIDX] is traded in USA and was established 19th of March 2025. Amg River is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of AMG Funds family. This fund presently has accumulated 254 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 2.29% with the current yeild of 0.03%, while the total return for the last 3 years was 6.74%.
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
| RHP | Ryman Hospitality Properties | Stock | Real Estate | |
| AMGN | Amgen Inc | Stock | Health Care | |
| PX | P10 Inc | Stock | Financials | |
| EPD | Enterprise Products Partners | Stock | Energy | |
| KMB | Kimberly Clark | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| USB | US Bancorp | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials |
Amg River Road Risk Profiles
| Mean Deviation | 1.42 | |||
| Standard Deviation | 5.29 | |||
| Variance | 27.95 | |||
| Risk Adjusted Performance | (0.10) |
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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