AMG River Road Small-Mid Cap Value FundARSMX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$329.3M
Expense ratio
1.28%
1-year return
+13.4%
3 years, a year
+11.2%
5 years, a year
+5.6%
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 Ltd | 4.39% |
| BJ Bj's Wholesale Club Holdings Inc | 3.53% |
| MGRC Mcgrath Rentcorp | 3.24% |
| GXO Gxo Logistics Inc | 3.04% |
| CXW Corecivic Inc | 2.94% |
| ATR Aptargroup Inc | 2.54% |
| LAD Lithia Motors Inc | 2.52% |
| MUSA Murphy Usa Inc | 2.43% |
| JOBY Assured Guaranty Ltd | 2.24% |
| JOBY Fixed Income Clearing Corporation | 2.23% |
More on ARSMX.
- ARSMX overview
- ARSMX holdings
- ARSMX risk
- ARSMX costs
- ARSMX money in and out
- ARSMX share classes
- Compare ARSMX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.