ARIDX Mutual Fund

ARIDX Mutual Fund (AMG River Road Dividend All Cap Value Fund Class I) is managed by AMG Funds with $37.8M in net assets. ARIDX expense ratio is 0.72%, holding 63 positions across sectors including Information Technology, Financials, Energy. Inception date: 2007-06-28.

ARIDX performance shows a YTD return of 19.69%. The 1-year return is 25.00% and the 5-year return is 9.07%. ARIDX dividend yield stands at 5.07%, paid quarterly.

ARIDX top holdings include Royalty Pharma Plc 3.55% (3.7%), Texas Instrument Inc (3.0%), Pnc Financial Services Group Inc. (3.0%), Williams Cos. Inc. (2.9%), Chubb Ltd. (2.9%). Go to all ARIDX holdings, ARIDX sectors, or ARIDX dividends.

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