AMG River Road Small-Mid Cap Value FundARIMX

MUTUAL FUNDAMG
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$329.3M
Expense ratio
1.02%
1-year return
+13.7%
3 years, a year
+11.5%
5 years, a year
+5.9%
Holdings
78

What it aims to do.

The Fund seeks to provide long-term capital appreciation.

Top 10 holdings.

Holding% of fund
JOBY White Mountains Insurance Group Ltd4.39%
BJ Bj's Wholesale Club Holdings Inc3.53%
MGRC Mcgrath Rentcorp3.24%
GXO Gxo Logistics Inc3.04%
CXW Corecivic Inc2.94%
ATR Aptargroup Inc2.54%
LAD Lithia Motors Inc2.52%
MUSA Murphy Usa Inc2.43%
JOBY Assured Guaranty Ltd2.24%
JOBY Fixed Income Clearing Corporation2.23%

More on ARIMX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.