ARSZX Mutual Fund

ARSZX Mutual Fund (AMG River Road Small-Mid Cap Value Fund Class Z) is managed by AMG Funds. ARSZX expense ratio is 0.97%, holding 78 positions across sectors including Industrials, Consumer Discretionary, Information Technology. Inception date: 2017-09-29.

ARSZX performance shows a YTD return of 9.92%. The 1-year return is 12.80% and the 5-year return is 7.74%. ARSZX dividend yield stands at 4.57%, paid annually.

ARSZX top holdings include Ficc (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 ARSZX holdings, ARSZX sectors, or ARSZX dividends.

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