Amg River Road Fund Quote
| ARZMX Fund | USD 15.66 0.11 0.70% |
PerformanceVery Weak
| Odds Of DistressLow
|
Amg River is trading at 15.66 as of the 19th of March 2025; that is 0.7 percent down since the beginning of the trading day. The fund's open price was 15.77. 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.
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
| 0.86 | SSEIX | Amg Southernsun Equity | PairCorr |
| 0.86 | SSEFX | Amg Southernsun Equity | PairCorr |
| 0.74 | FQUAX | Amg Fq Long | PairCorr |
| 0.92 | SSSFX | Amg Southernsun Small | PairCorr |
| 0.92 | SSSIX | Amg Southernsun Small | PairCorr |
| 0.83 | BRWIX | Amg Managers Brandywine | PairCorr |
Moving against Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Small Value Funds, Small Value, AMG Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Amg River Road [ARZMX] 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 340.74 M in assets under management (AUM) with no minimum investment requirementsAmg River Road is currently producing year-to-date (YTD) return of 1.42% with the current yeild of 0.01%, while the total return for the last 3 years was 8.68%.
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
| IMKTA | Ingles Markets Incorporated | Stock | Consumer Staples | |
| CARS | Cars Inc | Stock | Communication Services | |
| WTM | White Mountains Insurance | Stock | Financials | |
| UNF | Unifirst | Stock | Industrials | |
| PINC | Premier | Stock | Health Care | |
| MUSA | Murphy USA | Stock | Consumer Discretionary | |
| AGX | Argan Inc | Stock | Industrials | |
| EAF | GrafTech International | Stock | Industrials |
Amg River Road Risk Profiles
| Mean Deviation | 0.7835 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.55 | |||
| Risk Adjusted Performance | (0.14) |
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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