AMG River Road Mid Cap Value N (CHTTX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
As of 08:06AM EDT. Market open.
AMG River Road Mid Cap Value N
Greenwhich, CT 06830
600 Steamboat Road, Suite 300
AMG Funds IV
Management Information
Daniel R. Johnson,Lead Manager since March 18, 2021
Mr. Johnson serves as a portfolio manager for River Road’s Mid Cap Value, Large Cap Value, and Large Cap Value Select portfolios. He previously served as Senior Equity Analyst for River Road. Mr. Johnson holds equity in the firm and serves as a non-voting member of the Executive Committee, River Road’s governing body. Prior to joining River Road in 2006, Mr. Johnson was a public accountant with PricewaterhouseCoopers.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Value
Fund FamilyAMG Funds
Net Assets347.92M
YTD Return2.12%
Yield0.14%
Morningstar Rating★★★
Inception DateJul 5, 2004
Fund Operations
Last Dividend0.03
Last Cap Gain2.00
Holdings Turnover75.00%
Average for CategoryN/A
Fees & Expenses
ExpenseCHTTXCategory Average
Annual Report Expense Ratio (net)0.81%1.01%
Prospectus Net Expense Ratio0.81%N/A
Prospectus Gross Expense Ratio0.84%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
© 2024 Yahoo. All rights reserved.