ARLSX : AMG River Road Long-Short Fund Class N

ARLSX is a Alternatives Market Short with HIGH fees.

ARLSX

AMG River Road Long-Short Fund Class N

FI Score

14 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

14% FI Score
  • arlsx
  • Mutual Fund
  • Alternatives
  • Short

AMG River Road Long-Short Fund Class N

Expenses: 2.41% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks to provide absolute return while minimizing volatility over a full market cycle. The fund pursues its investment objective primarily by taking long and short positions in equity securities. Its subadviser believes that a combination of long and short positions may provide positive returns through a complete market cycle and may offer reduced risk. The allocation between long and short positions is a result of the subadviser's fundamental investment process. The fund is non-diversified.

Largest Holdings

Amount Holding
3.94% Alphabet Inc Class C
3.57% Berkshire Hathaway Inc Class B
3.09% Comcast Corp Class A
2.67% Heineken NV ADR
2.64% GCI Liberty Inc A
2.58% CorVel Corp
2.37% Vail Resorts Inc
2.34% Progressive Corp
2.31% UniFirst Corp
2.10% Cie Financiere Richemont SA ADR
2.10% Madison Square Garden Sports Corp A
2.10% UnitedHealth Group Inc
2.08% Lazard Ltd Shs A
2.07% General Dynamics Corp
2.04% American Express Co
1.99% Madison Square Garden Entertainment Corp Ordinary Shares - Class A
1.98% Nintendo Co Ltd ADR
1.91% NextEra Energy Inc
1.84% Liberty Braves Group
1.78% Hostess Brands Inc Class A
1.76% 3M Co
1.72% U.S. Bancorp
1.69% Booking Holdings Inc
1.69% McKesson Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo