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AMG River Road Select Value Fund Class I (ARIMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in common stocks and other equity securities of small and mid-cap companies that the subadviser believes are undervalued. The fund's manager considers companies with market capitalizations below $10 billion at the time of acquisition to be small- and mid-cap. 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.


1 month+2.25% 3 years+10.44%
3 months+7.49% 5 years+13.96%
1 year+24.30% Since inception+6.56%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+13.96%+11.30%
Expense ratio1.20%1.21%
Risk 5 year sharpe ratio1.150.98
Net assets$41.1M$967.9M
Average market cap$2.4B$3.0B
Average P/E10.820.1
Portfolio turnover65%65%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureJames Shircliff / 10 Years
Minimal initial investment$100,000.00
Minimum IRA investment$25,000.00


U.S. stock96.24%
International stock0.92%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 29.12%
Financial service 19.85%
Business service 19.76%
Consumer goods 8.28%
Healthcare 7.98%
Top 10 Holdings
Portfolio weighting
-- 5.16%
PINC Premier Inc4.46%
WTM White Mountains Insurance Group Ltd4.40%
FNFV Fidelity National Financial Inc4.26%
UNF UniFirst Corp3.94%
HAWK Blackhawk Network Holdings Inc3.65%
MUSA Murphy USA Inc3.62%
LEXEA Liberty Expedia Holdings Inc3.45%
IMKTA Ingles Markets Inc2.29%
DLB Dolby Laboratories Inc1.87%