ARDEX Mutual Fund (AMG River Road Dividend All Cap Value Fund Class N) is managed by AMG Funds. ARDEX expense ratio is 0.97%, holding 63 positions across sectors including Financials, Energy, Information Technology. Inception date: 2005-06-28.

ARDEX performance shows a YTD return of 10.52%. The 1-year return is 35.12% and the 5-year return is 10.71%. ARDEX dividend yield stands at 5.71%, paid quarterly.

ARDEX top holdings include Williams Cos. Inc. (3.8%), Pnc Financial Services Group Inc. (3.4%), Royalty Pharma (3.3%), Chubb Ltd. (3.1%), Kinder Morgan, Inc. Class P (2.8%). View all ARDEX holdings, sector breakdown, or dividend history.

ARDEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ARDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.