ARZDX Mutual Fund

ARZDX Mutual Fund (AMG River Road Dividend All Cap Value Fund Class Z) is managed by AMG Funds with $67.8M in net assets. ARZDX expense ratio is 0.68%, holding 65 positions across sectors including Information Technology, Financials, Energy. Inception date: 2017-09-29.

ARZDX performance shows a YTD return of 16.98%. The 1-year return is 20.23% and the 5-year return is 8.16%. ARZDX dividend yield stands at 25.40%, paid quarterly.

ARZDX top holdings include Royalty Pharma Plc 3.55% (3.6%), Pnc Financial Services Group Inc. (3.3%), Chubb Ltd. (3.0%), Williams Cos. Inc. (3.0%), Texas Instrument Inc (2.9%). Go to all ARZDX holdings, ARZDX sectors, or ARZDX dividends.

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