Industry description
The investment seeks to provide long-term capital appreciation.
The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies that the subadviser believes are undervalued. The subadviser considers small- and mid-capitalization companies to be those with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell 2500™ Index. Value investing involves buying stocks that the subadviser believes are out of favor and/or undervalued in comparison to their peers or their prospects for growth.
Market Cap
The average market capitalization across the AMG River Road Small-Mid Cap Value I MF is 9.66B. The market cap for tickers in the group ranges from 1.75B to 24.23B. VST holds the highest valuation in this group at 24.23B. The lowest valued company is CXW at 1.75B.
Volume
The average weekly volume growth across all stocks in the AMG River Road Small-Mid Cap Value I MF was -18%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was 6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 54
Price Growth Rating: 50
SMR Rating: 51
Profit Risk Rating: 43
Seasonality Score: -12 (-100 ... +100)