AMG River Road Dividend All Cap Value Fund II Class Z (ADVZX)
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AMG River Road Dividend All Cap Value Fund II Class Z
AMG Funds IV
600 Steamboat Road, Suite 300
Greenwhich, CT 06830
800-548-4539
Management Information
Henry W. Sanders,Lead Manager since June 26, 2012
Henry serves as Lead Portfolio Manager for River Road’s Dividend All-Cap Value Portfolios. Prior to co-founding River Road in 2005, Henry served as Senior Vice President and Portfolio Manager for Commonwealth Trust Co. (Commonwealth SMC). He also served as President of Bridges Capital Management and Vice President of PRIMCO Capital Management. Henry has served as an adjunct professor of Finance and Economics at Bellarmine University. Henry holds a B.A. in Business Administration from Bellarmine University and an M.B.A. from the Carroll School of Management at Boston College.
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Morningstar Category
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Fund Overview
CategoryLarge Value
Fund FamilyAMG Funds
Net Assets77.1M
YTD Return-30.04%
Yield3.47%
Morningstar Rating★★
Inception DateSept 28, 2017
Fund Operations
Last Dividend0.09
Last Cap Gain0.00
Holdings Turnover32.00%
Average for CategoryN/A
Fees & Expenses
ExpenseADVZXCategory Average
Annual Report Expense Ratio (net)0.92%0.94%
Prospectus Net Expense Ratio0.92%N/A
Prospectus Gross Expense Ratio0.92%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection293N/A
5 Yr Expense Projection509N/A
10 Yr Expense Projection1,131N/A
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