FQUAX Mutual Fund

FQUAX Mutual Fund (AMG River Road Large Cap Value Select Fund Class N) is managed by AMG Funds. FQUAX expense ratio is 0.95%, holding 33 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2006-03-01.

FQUAX performance shows a YTD return of 0.46%. The 1-year return is 4.87% and the 5-year return is 8.90%. FQUAX dividend yield stands at 0.66%, paid annually.

FQUAX top holdings include Berkshire Hathaway, Inc. (7.8%), Bj'S Wholesale Club Holdings Inc (6.0%), Union Pacific Corp (5.1%), Amrize Ag (4.6%), UNIVERSAL-ADR (4.4%). Go to all FQUAX holdings, FQUAX sectors, or FQUAX dividends.

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