AMG River Road Small-Mid Cap Value FundARSZX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$329.3M
Expense ratio
0.97%
1-year return
+13.7%
3 years, a year
+11.5%
5 years, a year
+6.0%
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 ARSZX.
- ARSZX overview
- ARSZX holdings
- ARSZX risk
- ARSZX costs
- ARSZX money in and out
- ARSZX share classes
- Compare ARSZX 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.