ARSZX Mutual Fund
ARSZX Mutual Fund
AMG River Road Small-Mid Cap Value Fund Class Z
ARSZX Mutual Fund Overview
ARSZX Mutual Fund (AMG River Road Small-Mid Cap Value Fund Class Z) is managed by AMG Funds. ARSZX expense ratio is 0.97%, holding 78 positions across sectors including Industrials, Consumer Discretionary, Financials. Inception date: 2017-09-29.
ARSZX performance shows a YTD return of 11.92%. The 1-year return is 10.09% and the 5-year return is 6.77%. ARSZX dividend yield stands at 4.74%, paid annually.
ARSZX top holdings include Ficc (4.0%), White Mountains Insurance Group Limited (3.8%), Bj S Wholesale Club Holdings (3.4%), Mcgrath Rentcorp. (3.1%), Murphy Usa Inc (3.0%). View all ARSZX holdings, sector breakdown, or dividend history.
ARSZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ARSZX alternatives are available via the screener, along with tax-loss harvesting opportunities.