Amg River Road Fund Quote

ARRFX Fund  USD 13.41  0.22  1.61%   

Performance

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Odds Of Distress

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Low
Amg River is trading at 13.41 as of the 19th of March 2025; that is 1.61 percent down since the beginning of the trading day. The fund's open price was 13.63. Amg River has about a 21 % 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.
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

  0.72SSEIX Amg Southernsun EquityPairCorr
  0.72SSEFX Amg Southernsun EquityPairCorr
  0.69FQUAX Amg Fq LongPairCorr
  0.71SSSFX Amg Southernsun SmallPairCorr
  0.7SSSIX Amg Southernsun SmallPairCorr

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, AMG Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Amg River Road [ARRFX] 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 Mid-Cap Value category and is part of AMG Funds family. This fund presently has accumulated 52.63 M in assets under management (AUM) with no minimum investment requirementsAmg River Road is currently producing year-to-date (YTD) return of 2.92% with the current yeild of 0.01%, while the total return for the last 3 years was 8.45%.
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

KHCKraft Heinz CoStockConsumer Staples
EXPEExpedia GroupStockConsumer Discretionary
SABRSabre CorpoStockIndustrials
CBChubbStockFinancials
VSTVistra Energy CorpStockUtilities
PGRProgressive CorpStockFinancials
SBUXStarbucksStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
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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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