ARDEX Mutual Fund
ARDEX Mutual Fund
ARDEX Mutual Fund
AMG River Road Dividend All Cap Value Fund Class N
ARDEX Mutual Fund Overview
ARDEX Mutual Fund (AMG River Road Dividend All Cap Value Fund Class N) is managed by AMG Funds. ARDEX expense ratio is 0.97%, holding 66 positions across sectors including Information Technology, Financials, Energy. Inception date: 2005-06-28.
ARDEX performance shows a YTD return of 12.69%. The 1-year return is 17.33% and the 5-year return is 7.91%. ARDEX dividend yield stands at 5.60%, paid quarterly.
ARDEX top holdings include Royalty Pharma Plc 3.55 2050-09-02 (3.6%), Pnc Financial Services Group Inc. (3.3%), Chubb Ltd. (3.0%), Williams Companies Inc (3.0%), Texas Instrumen.. (2.9%). Go to all ARDEX holdings, ARDEX sectors, or ARDEX dividends.
ARDEX can be compared against other funds. Use ARDEX overlap to find shared positions, or ARDEX vs another fund for a side-by-side view. ARDEX alternatives are available via the screener, along with tax-loss harvesting opportunities.