MEQFX Mutual Fund

MEQFX Mutual Fund (AMG River Road Large Cap Value Select Fund Class I) is managed by AMG Funds with $69.4M in net assets. MEQFX expense ratio is 0.64%, holding 33 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1992-08-14.

MEQFX performance shows a YTD return of 0.61%. The 1-year return is 5.15% and the 5-year return is 9.25%. MEQFX dividend yield stands at 11.29%, paid annually.

MEQFX 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 MEQFX holdings, MEQFX sectors, or MEQFX dividends.

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