ARSMX Mutual Fund

ARSMX Mutual Fund (AMG River Road Small-Mid Cap Value Fund Class N) is managed by AMG Funds. ARSMX expense ratio is 1.28%, holding 78 positions across sectors including Industrials, Consumer Discretionary, Information Technology. Inception date: 2007-03-29.

ARSMX performance shows a YTD return of 9.73%. The 1-year return is 12.50% and the 5-year return is 8.37%. ARSMX dividend yield stands at 0.22%, paid annually.

ARSMX top holdings include Public Fin Auth Wis Student Hsg Rev 5.25% 01-Jul-2047 (4.0%), White Mountains Insurance Group, Ltd Common Stock (3.8%), Bj'S Wholesale Club Holdings Inc (3.4%), Mcgrath Rentcorp. (3.1%), Murphy Usa Inc (3.0%). Go to all ARSMX holdings, ARSMX sectors, or ARSMX dividends.

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