AMG River Road Small-Mid Cap Value Fund - Class N (ARSMX) Research
The fund commits at least 80% of its total assets, including any funds borrowed for investment purposes, to acquiring equity securities of small and medium-sized enterprises that the subadviser considers undervalued. For the purposes of this investment, small and mid-capitalization companies are defined by the subadviser as those whose market values, at the time of purchase, fall within the typical range of companies included in the Russell 2500™ Index. The investment approach of value investing, as employed by the subadviser, involves purchasing stocks believed to be out of favor or priced below their intrinsic worth compared to their industry peers or their future growth prospects.
Market snapshot
- Symbol
- ARSMX
- Price
- $9.79
- Day change
- +0.93%
- Market cap
- $314.7M
- 52-week range
- 9.16-10.22
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Cullen International High Dividend Fund Retail Class (CIHDX)
- Eaton Vance Senior Floating-Rate Trust (EFR)
- Allspring Utility and Telecommunications Fund Class A (EVUAX)
- Allspring Utility and Telecommunications Fund Administrator Class (EVUDX)
- Nuveen Mid Cap Value Fund Class C (FACSX)
- Harbor Mid Cap Value Fund Retirement Class (HNMVX)
- Manning & Napier Overseas Series Class S (MNOSX)
- Columbia Select Small Cap Value Fund Class A (SSCVX)
Open AMG River Road Small-Mid Cap Value Fund - Class N (ARSMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.