Nasdaq - Delayed Quote USD
AMG River Road Small-Mid Cap Value N (ARSMX)
9.34
+0.12
+(1.30%)
As of 8:05:07 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- 250
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Commonwealth Universe
- DailyAccess Corporation RTC
- Scottrade TF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests at least 80% 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. Value investing involves buying stocks that the subadviser believes are out of favor and/or undervalued in comparison to their peers or their prospects for growth.
Fund Overview
| Category | Small Value |
| Fund Family | AMG Funds |
| Net Assets | 308.81M |
| YTD Return | -5.52% |
| Yield | 0.24% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2007 |
Performance & Risk
| YTD Return | -4.06% |
| 5y Average Return | 14.78% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
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