ARRFX : AMG River Road Focused Absolute Value Fund Class N

ARRFX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

ARRFX

AMG River Road Focused Absolute Value Fund Class N

FI Score

35 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

35% FI Score
  • arrfx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

AMG River Road Focused Absolute Value Fund Class N

Expenses: 0.98% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund principally invests in a portfolio of equity securities of U.S. and non-U.S. companies and may invest in securities of all market capitalizations. Under normal conditions, the advisor intends to invest the fund's assets in the equity securities of a limited number of issuers. It will primarily invest in common stocks, real estate investment trusts ("REITs") and publicly traded partnerships ("PTPs"), including, but not limited to, master limited partnerships ("MLPs"). The fund is non-diversified.

Largest Holdings

Amount Holding
9.35% Berkshire Hathaway Inc Class B
6.11% Progressive Corp
6.00% UnitedHealth Group Inc
5.85% Comcast Corp Class A
5.37% Premier Inc Class A
4.94% UniFirst Corp
4.92% Brookfield Asset Management Inc Class A
4.91% Alphabet Inc Class C
4.53% Liberty Broadband Corp C
4.22% McKesson Corp
4.08% Discovery Inc C
4.04% Kinder Morgan Inc Class P
3.79% LKQ Corp
3.70% GCI Liberty Inc A
3.58% Advance Auto Parts Inc
3.44% Liberty SiriusXM Group C
3.16% The AES Corp
3.11% NCR Corp
2.95% The Walt Disney Co
2.93% Walgreens Boots Alliance Inc
2.61% Nintendo Co Ltd ADR
2.30% Chubb Ltd
2.22% Cie Financiere Richemont SA ADR
1.50% GrafTech International Ltd

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