AMG River Road Large Cap Value Select FundFQUAX

MUTUAL FUNDAMG
Type
Mutual fund
Peer group
Global equity
Net assets
$42.7M
Expense ratio
0.95%
1-year return
+4.6%
3 years, a year
+13.9%
5 years, a year
+8.9%
Holdings
31

What it aims to do.

AMG River Road Large Cap Value Select Fund's (the Fund) investment objective is to achieve long-term capital appreciation.

Top 10 holdings.

Holding% of fund
BRK-B Berkshire Hathaway Inc7.94%
BJ Bj's Wholesale Club Holdings Inc6.28%
AMZN Amazon.Com Inc5.52%
UNP Union Pacific Corp5.41%
JOBY Crh Plc5.41%
AXP American Express Company4.91%
Fairfax Financial Holdings Ltd4.77%
DIS Walt Disney Company (The)4.55%
LH Labcorp Holdings Inc4.40%
CEG Constellation Energy Corp4.07%

More on FQUAX.

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