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AMG River Road Small Cap Value Z (ARZMX)

15.50
-0.06
(-0.39%)
At close: 8:00:06 PM EDT

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

Fund Summary

Under normal conditions, the fund invests at least 80% 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 and/or undervalued in comparison to their peers or their prospects for growth. The fund may also invest in mid-cap companies, which the adviser currently considers to be companies with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell Midcap® Index.

Fund Overview

Category Small Value
Fund Family AMG Funds
Net Assets 1.01B
YTD Return -6.54%
Yield 0.54%
Morningstar Rating
Inception Date Dec 13, 2006

Performance & Risk

YTD Return -5.49%
5y Average Return 15.27%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

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