ARIDX Mutual Fund

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

ARIDX performance shows a YTD return of 12.89%. The 1-year return is 17.70% and the 5-year return is 7.64%. ARIDX dividend yield stands at 26.28%, paid quarterly.

ARIDX top holdings include Williams Cos. Inc. (3.8%), Pnc Financial Services Group Inc. (3.4%), Royalty Pharma 3.55 09/02/2050 (3.3%), Chubb Ltd. (3.1%), Kinder Morgan, Inc. Class P (2.8%). 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.