Morningstar

AMG River Road Dividend All Cap Value I ARIDX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 10.77  /  0.00
  • Total Assets 95.2 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.55%
  • Turnover 25%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 12:44 AM GMT+0

Morningstar’s Analysis ARIDX

Will ARIDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARIDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ARIDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ARIDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A tough stretch doesn’t diminish this strategy’s appeal.

Analyst David Carey

David Carey

Analyst

Summary

AMG River Road Dividend All Cap Value’s experienced team and proven approach make it a reasonable large-value option.

by David Carey
Rated on Published on

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Portfolio Holdings ARIDX

More ARIDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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