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Nasdaq - Delayed Quote USD
AMG River Road Large Cap Value Select I (MEQFX)
19.11
-1.13
(-5.58%)
At close: April 4 at 8:03:55 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. Under normal conditions, the adviser intends to invest its assets in the equity securities of a limited number of issuers. The fund invests primarily in equity securities that Subadviser believes are undervalued, including common stock, foreign securities and real estate investment trusts (“REITs”). It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 25 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 0.40% |
| 5y Average Return | 13.79% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MEQFX | Category Average | MEQFX | Category Average | MEQFX | Category Average | |
| Alpha | 3.94 | -0.01 | 0.4 | -0.01 | 0.58 | -0.01 |
| BETA | 0.85 | 0.01 | 0.71 | 0.01 | 0.68 | 0.01 |
| Mean Annual Return | 1.1 | 0.01 | 1.2 | 0.01 | 0.84 | 0.01 |
| R-squared | 81.46 | 0.94 | 66.47 | 0.95 | 65.2 | 0.95 |
| Standard Deviation | 16.21 | 0.17 | 14.79 | 0.19 | 13.02 | 0.15 |
| Sharpe Ratio | 0.54 | 0 | 0.79 | 0.01 | 0.62 | 0.01 |
| Treynor Ratio | 9.51 | 0.03 | 16.02 | 0.1 | 11.23 | 0.1 |
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