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Morningstar

AMG River Road Mid Cap Value N CHTTX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 21.27  /  0.00
  • Total Assets 356.1 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.14%
  • Turnover 75%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CHTTX

Will CHTTX 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 CHTTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CHTTX 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 CHTTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

AMG River Road Mid Cap Value N's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CHTTX

More CHTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fairfax Financial Holdings Ltd Shs Subord.Vtg

4.89 17.0 Mil
Financial Services

BJ's Wholesale Club Holdings Inc

4.26 14.8 Mil
Consumer Defensive

LKQ Corp

3.79 13.2 Mil
Consumer Cyclical

The Kroger Co

3.40 11.8 Mil
Consumer Defensive

Casey's General Stores Inc

2.80 9.7 Mil
Consumer Cyclical

Laboratory Corp of America Holdings

2.77 9.6 Mil
Healthcare

Global Payments Inc

2.58 9.0 Mil
Industrials

Mid-America Apartment Communities Inc

2.47 8.6 Mil
Real Estate

Expedia Group Inc

2.46 8.6 Mil
Consumer Cyclical

Lithia Motors Inc Class A

2.41 8.4 Mil
Consumer Cyclical