ARSVX : AMG River Road Small Cap Value Fund Class N

ARSVX is a US Stocks Market Small Blend with HIGH fees.

ARSVX

AMG River Road Small Cap Value Fund Class N

FI Score

37 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

37% FI Score
  • arsvx
  • Mutual Fund
  • US Stocks
  • Small Blend

AMG River Road Small Cap Value Fund Class N

Expenses: 1.36% (Better than 0% 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

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 thumbs up duo