ABIZX Mutual Fund

ABIZX Mutual Fund (AMG River Road Mid Cap Value Fund Class Z) is managed by AMG Funds. ABIZX expense ratio is 0.76%, holding 52 positions across sectors including Industrials, Consumer Staples, Consumer Discretionary. Inception date: 2017-09-29.

ABIZX performance shows a YTD return of 4.30%. The 1-year return is 11.56% and the 5-year return is 10.64%. ABIZX dividend yield stands at 12.34%, paid annually.

ABIZX top holdings include Bj'S Wholesale Club Holdings Inc (4.0%), Drive Auto Receivables Trust, Series 2024-2, Class A3, 4.50% 9/15/2028 (3.4%), Simpson Manufacturing Co Inc (3.2%), Labcorp Holdings Inc (3.2%), Amrize Ag (2.9%). Go to all ABIZX holdings, ABIZX sectors, or ABIZX dividends.

ABIZX can be compared against other funds. Use ABIZX overlap to find shared positions, or ABIZX vs another fund for a side-by-side view. ABIZX alternatives are available via the screener, along with tax-loss harvesting opportunities.