About ABMIX
AMG River Road Mid Cap Value Fund Class I is a mutual fund focused on investing primarily in U.S. mid-cap equity securities that are considered undervalued by the management team. The fund applies a value-oriented investment approach, seeking companies with market capitalizations typically between $1 billion and $8 billion, which are trading at attractive valuations relative to their long-term potential. Its portfolio is diversified across sectors, with notable weightings in financial services, consumer cyclical, consumer defensive, healthcare, and industrials. Major holdings often include companies like Fairfax Financial Holdings, LKQ Corp, and BJ's Wholesale Club. Designed for institutional investors, the fund maintains a competitive expense ratio within its peer group and targets clients seeking exposure to the mid-cap value segment of the U.S. equity market. By focusing on companies with solid fundamentals but slower growth and lower price ratios, the fund aims to provide balanced exposure to the mid-cap value space, which represents a significant portion of the overall U.S. equity market.
Fund Family AMG Funds
Category Mid-Cap Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol ABMIX
Share Class Class I Shares
Index Russell MidCap Value TR
ABMIX had a total return of -3.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.12%.
