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AMG River Road Dividend All Cap Value N ARDEX

Analyst rating as of
NAV / 1-Day Return
10.14  /  1.36 %
Total Assets
316.2 Mil
Adj. Expense Ratio
0.970%
Expense Ratio
0.970%
Fee Level
Above Average
Longest Manager Tenure
17.28 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
2.29%
Turnover
20%

Morningstar’s Fund Analysis ARDEX

Will ARDEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A defensive approach makes this a strong offering.

Associate Director

Summary

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AMG River Road Dividend All-Cap Value’s experienced management team and defensive approach merit a Morningstar Analyst Rating of Bronze across all mutual fund share classes, including its Europe-based fund, and an upgrade to Silver for its separately managed account version.

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