UK markets closed

AMG River Road Focused Absolute Value Z (ARRZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.74-0.06 (-0.43%)
At close: 06:25PM EDT

AMG River Road Focused Absolute Value Z

Greenwhich, CT 06830

600 Steamboat Road, Suite 300

AMG Funds IV

Management information
,Lead manager since 20 June 2022
Mr. Brown serves as Chief Investment Officer. Additionally, he is a supervising portfolio manager for River Road’s Focused Absolute Value® portfolios. Mr. Brown holds equity in the firm and serves as a non-voting member of the Executive Committee, River Road’s governing body. Prior to joining River Road in 2010, Mr. Brown served at Wachovia Capital Markets Consumer & Retail Investment Banking group, where he worked across a range of corporate and financial sponsor clients. Mr. Brown began his career in the United States Air Force, where he served as a Captain.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq4.gif
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Blend
Fund familyAMG Funds
Net assets46.7M
YTD return4.69%
Yield1.25%
Morningstar rating★
Inception date28 Sept 2017

Fund operations

Last dividend0.17
Last cap gain6.00
Holdings turnover63.00%
Average for categoryN/A

Fees and expenses

ExpenseARRZXCategory average
Annual report expense ratio (net)0.82%0.94%
Prospectus net expense ratio0.82%N/A
Prospectus gross expense ratio0.98%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A