AMG River Road Small-Mid Cap Value Fund Class N is a mutual fund focused on delivering long-term capital appreciation by investing in undervalued small- and mid-cap U.S. companies. The fund employs a value-oriented strategy, seeking to identify securities that are trading below their intrinsic value but exhibit potential for sustainable growth. Its portfolio includes a diverse mix of holdings across sectors such as consumer defensive, financial services, technology, consumer cyclical, and industrials. Notable allocations often include companies like BJ's Wholesale Club Holdings, White Mountains Insurance Group, and Atkore Inc, with a significant concentration in its top holdings, which typically comprise around 30% of total assets. The fund is actively managed by experienced professionals at River Road Asset Management, emphasizing disciplined research and a consistent investment process. Positioned within the small value category, it offers investors access to opportunities within the dynamic small- and mid-cap market segment, contributing diversification and the potential for risk-adjusted returns in broader portfolios.
See your Portfolio Score and get data driven insights in ~60 seconds.
Opens in PortfolioPilot
Based on technical indicators and chart patterns, ARSMX shows...
Market sentiment analysis indicates...