Amg River Road Fund Quote

ARDEX Fund  USD 11.11  0.08  0.73%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Amg River is trading at 11.11 as of the 20th of November 2024; that is 0.73 percent up since the beginning of the trading day. The fund's open price was 11.03. Amg River has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Amg River Road are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of September 2024 and ending today, the 20th of November 2024. Click here to learn more.
Under normal conditions, the fund invests at least 80 percent of its assets in equity securities. It invests in a diversified, all-cap portfolio of income-producing equity securities with yields that the subadviser believes will exceed that of the Russell 3000 Value Index. More on Amg River Road

Moving together with Amg Mutual Fund

  0.7SSEFX Amg Southernsun EquityPairCorr
  0.91FQUAX Amg Fq LongPairCorr
  0.66SSSFX Amg Southernsun SmallPairCorr
  0.7SSSIX Amg Southernsun SmallPairCorr
  0.64BRWIX Amg Managers BrandywinePairCorr

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Funds, Large Value Funds, Large Value, AMG Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Amg River Road [ARDEX] is traded in USA and was established 20th of November 2024. Amg River is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of AMG Funds family. This fund presently has accumulated 263.84 M in assets under management (AUM) with no minimum investment requirementsAmg River Road is currently producing year-to-date (YTD) return of 20.53% with the current yeild of 0.02%, while the total return for the last 3 years was 6.28%.
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

MPCMarathon Petroleum CorpStockEnergy
KMBKimberly ClarkStockConsumer Staples
CMCSAComcast CorpStockCommunication Services
CSCOCisco SystemsStockInformation Technology
RHPRyman Hospitality PropertiesStockReal Estate
LINLinde plc OrdinaryStockMaterials
MSFTMicrosoftStockInformation Technology
AMGNAmgen IncStockHealth Care
More Details

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.
Stocks Directory
Find actively traded stocks across global markets
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges