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, Health Care, Consumer Discretionary. 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 7.75%. ARSZX dividend yield stands at 4.60%, paid annually.

ARSZX top holdings include White Mountains Insurance Group, Ltd Common Stock (4.0%), Bj'S Wholesale Club Holdings Inc (3.5%), Corecivic Inc (3.5%), Mcgrath Rentcorp (3.2%), Aptargroup Inc (3.2%). 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.