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AMG River Road Dividend All Cap Value N ARDEX

Analyst rating as of
NAV / 1-Day Return
10.97  /  1.20 %
Total Assets
332.2 Mil
Adj. Expense Ratio
1.070%
Expense Ratio
1.070%
Fee Level
Above Average
Longest Manager Tenure
16.88 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
2.09%
Turnover
20%
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Morningstar’s Analysis

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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