ARSIX : AMG River Road Small Cap Value Fund Class I

ARSIX is a US Stocks Market Small Blend with MODERATE fees.

ARSIX

AMG River Road Small Cap Value Fund Class I

FI Score

44 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

44% FI Score
  • arsix
  • Mutual Fund
  • US Stocks
  • Small Blend

AMG River Road Small Cap Value Fund Class I

Expenses: 1.09% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in equity securities of small-cap companies that the subadviser believes are undervalued. Value investing involves buying stocks that are out of favor and/or undervalued in comparison to their peers or their prospects for growth. The fund's manager considers small-cap companies to be those with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell 2000 Index.

Largest Holdings

Amount Holding
4.83% Cannae Holdings Inc Ordinary Shares
4.09% Air Transport Services Group Inc
3.91% Premier Inc Class A
3.25% UniFirst Corp
3.23% Hostess Brands Inc Class A
3.12% White Mountains Insurance Group Ltd
2.83% BJ's Wholesale Club Holdings Inc
2.38% Argan Inc
2.31% Computer Services Inc
2.30% GrafTech International Ltd
2.28% Liberty Latin America Ltd Class C
2.23% Cubic Corp
2.23% Extended Stay America Inc
2.18% NCR Corp
2.16% CDK Global Inc
2.14% Axis Capital Holdings Ltd
1.96% Armstrong World Industries Inc
1.93% Insperity Inc
1.87% Ingles Markets Inc Class A
1.80% Yelp Inc Class A
1.72% Comfort Systems USA Inc
1.62% Computer Programs and Systems Inc
1.61% Avaya Holdings Corp
1.61% ACI Worldwide Inc
1.49% HollyFrontier Corp

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