ABMIX Mutual Fund

ABMIX Mutual Fund (AMG River Road Mid Cap Value Fund Class I) is managed by AMG Funds with $138.9M in net assets. ABMIX expense ratio is 0.81%, holding 52 positions across sectors including Industrials, Financials, Consumer Staples. Inception date: 2004-07-06.

ABMIX performance shows a YTD return of 3.99%. The 1-year return is 11.61% and the 5-year return is 9.70%. ABMIX dividend yield stands at 0.47%, paid annually.

ABMIX top holdings include Fairfax Financial Holdings Ltd. (4.3%), White Mountains Insurance Group, Ltd Common Stock (3.4%), Standardaero Inc (3.0%), Talen Energy Corp Common Stock USD.001 (3.0%), Cash & Cash Equivalents (2.9%). Go to all ABMIX holdings, ABMIX sectors, or ABMIX dividends.

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