About ARSZX
The AMG River Road Small-Mid Cap Value Fund Class Z is a mutual fund focused on identifying value opportunities among small- and mid-capitalization companies in the United States. Managed by River Road Asset Management, the fund seeks long-term total return by investing in equities that the investment team believes are undervalued relative to their intrinsic value. Its strategy emphasizes capital appreciation while maintaining a risk profile that aims for lower volatility compared to its benchmark, the Russell 2500 Value Index.
Notably, the fund is actively managed by an experienced team, including portfolio managers with deep expertise in small and mid-cap equities. The fund can also invest in real estate investment trusts, convertible preferred stocks, and select foreign securities, providing added diversification. With exposure to various sectors including consumer defensive, technology, financial services, and industrials, the fund plays a significant role for investors looking to capture value from underappreciated segments of the equity market. By targeting smaller and mid-sized companies, the fund addresses a segment often overlooked by larger funds, contributing to market efficiency and broadening investor access to diverse growth opportunities.
Fund Family AMG Funds
Category Small Value
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol ARSZX
Share Class Class Z Shares
Index Russell 2500 Value TR
ARSZX had a total return of 6.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.98%.
