ARSMX Mutual Fund

ARSMX Mutual Fund (AMG River Road Small-Mid Cap Value Fund Class N) is managed by AMG Funds with $13.3M in net assets. ARSMX expense ratio is 1.28%, holding 74 positions across sectors including Industrials, Health Care, Consumer Discretionary. Inception date: 2007-03-29.

ARSMX performance shows a YTD return of 9.21%. The 1-year return is 12.54% and the 5-year return is 7.05%. ARSMX dividend yield stands at 0.22%, paid annually.

ARSMX top holdings include White Mountains Insurance Group, Ltd Common Stock (4.2%), Bj'S Wholesale Club Holdings Inc (3.7%), Mcgrath Rentcorp (3.5%), Corecivic Inc (3.4%), Aptargroup Inc (3.2%). 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.