Nasdaq - Delayed Quote • USD
AMG River Road Small-Mid Cap Value Fund (ARIMX)
As of 8:06 AM EDT. Market Open.
Fund Summary
The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies that the subadviser believes are undervalued. The subadviser considers small- and mid-capitalization companies to be those with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell 2500™ Index. Value investing involves buying stocks that the subadviser believes are out of favor and/or undervalued in comparison to their peers or their prospects for growth.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.60% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 4.24% |
| 5y Average Return | 8.61% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ARIMX | Category Average | ARIMX | Category Average | ARIMX | Category Average | |
| Alpha | -2.44 | -0.12 | -3.73 | -0.08 | -2.65 | -0.07 |
| BETA | 0.85 | 0.01 | 1.02 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.72 | 0.01 | 1.03 | 0.01 | 0.92 | 0.01 |
| R-squared | 70.79 | 0.78 | 76.84 | 0.72 | 75.63 | 0.73 |
| Standard Deviation | 17.85 | 0.28 | 21.46 | 0.23 | 17.78 | 0.2 |
| Sharpe Ratio | 0.32 | 0 | 0.48 | 0.01 | 0.54 | 0.01 |
| Treynor Ratio | 5.1 | 0.06 | 8.16 | 0.09 | 8.16 | 0.08 |
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