Amg River Road Fund Quote

ARIMX Fund  USD 9.79  0.08  0.81%   

Performance

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Odds Of Distress

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Amg River is trading at 9.79 as of the 19th of March 2025; that is 0.81 percent down since the beginning of the trading day. The fund's open price was 9.87. Amg River has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 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.
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

  0.86SSEIX Amg Southernsun EquityPairCorr
  0.86SSEFX Amg Southernsun EquityPairCorr
  0.77FQUAX Amg Fq LongPairCorr
  0.91SSSFX Amg Southernsun SmallPairCorr
  0.91SSSIX Amg Southernsun SmallPairCorr
  0.79BRWIX Amg Managers BrandywinePairCorr

Moving against Amg Mutual Fund

  0.32MMCFX Amg Managers EmergingPairCorr

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Funds, Small Value Funds, Small Value, AMG Funds, Large, Small Blend (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Amg River Road [ARIMX] 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 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 1.8% with the current yeild of 0.0%, while the total return for the last 3 years was 7.86%.
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
PINCPremierStockHealth Care
MUSAMurphy USAStockConsumer Discretionary
LKQLKQ CorporationStockConsumer Discretionary
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Amg River Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
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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.
Technical Analysis
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Performance Analysis
Check effects of mean-variance optimization against your current asset allocation