Amg River Road Fund Quote
| ARSMX Fund | USD 9.35 0.13 1.37% |
PerformanceVery Weak
| Odds Of DistressLow
|
Amg River is trading at 9.35 as of the 19th of March 2025; that is 1.37 percent down since the beginning of the trading day. The fund's open price was 9.48. 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
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Small Value Funds, Small Value, AMG Funds, Large, Small Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Amg River Road [ARSMX] 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 no minimum investment requirementsAmg River Road is currently producing year-to-date (YTD) return of 1.87% with the current yeild of 0.0%, while the total return for the last 3 years was 7.62%.
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
| CARS | Cars Inc | Stock | Communication Services | |
| LBRDK | Liberty Broadband Srs | Stock | Communication Services | |
| WTM | White Mountains Insurance | Stock | Financials | |
| UNF | Unifirst | Stock | Industrials | |
| PINC | Premier | Stock | Health Care | |
| MUSA | Murphy USA | Stock | Consumer Discretionary | |
| LKQ | LKQ Corporation | Stock | Consumer Discretionary | |
| AAP | Advance Auto Parts | Stock | Consumer Discretionary |
Amg River Road Risk Profiles
| Mean Deviation | 0.7781 | |||
| Standard Deviation | 1.32 | |||
| Variance | 1.75 | |||
| Risk Adjusted Performance | (0.15) |
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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