AMG River Road Dividend All Cap Value Fund - Class N (ARDEX) Research
The fund's main objective is to generate significant current income, supported by a secondary goal of long-term capital appreciation. Typically, at least 80% of its assets are invested in equity securities. It builds a diversified portfolio of income-producing stocks spanning all market capitalizations, aiming for yields that the subadviser projects will exceed the Russell 3000 Value Index. The portfolio primarily comprises dividend-paying common stocks, publicly traded partnerships (PTPs), and real estate investment trusts (REITs).
Market snapshot
- Symbol
- ARDEX
- Price
- $5.46
- Day change
- +0.37%
- Market cap
- $68.9M
- 52-week range
- 4.99-6.3
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG River Road Focused Absolute Value Fund - Class N (ARRFX)
- Hennessy Midstream Fund Investor Class (HMSFX)
- Innovator International Developed 10 Buffer ETF (IBUF)
- Intl Developed Power Buffer ETF (IJUN)
- SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX)
- SEI Institutional Managed Trust Mid-Cap Fund (SFDYX)
- SEI Insti Managed Tr, Mid Cap Fund Class I (SIPIX)
- Templeton Institutional Fund International Equity Series Primary Shares (TFEQX)
Open AMG River Road Dividend All Cap Value Fund - Class N (ARDEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.