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ARSZX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$9.94
Change
+$0.06 (+0.61%)
Net Assets
300.98M

ARSZX AMG River Road Small-Mid Cap Value Z Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

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 Z MF is 6.99B. The market cap for tickers in the group ranges from 1.69B to 18.97B. VST holds the highest valuation in this group at 18.97B. The lowest valued company is CXW at 1.69B.

Volume

The average weekly volume growth across all stocks in the AMG River Road Small-Mid Cap Value Z MF was 4%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was 34%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65
P/E Growth Rating: 36
Price Growth Rating: 47
SMR Rating: 63
Profit Risk Rating: 42
Seasonality Score: 20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
AMG Funds IV600 Steamboat Road, Suite 300Greenwhich
Phone
N/A
Web
www.amgfunds.com
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ARSZX and

Correlation & Price change

A.I.dvisor indicates that over the last year, ARSZX has been closely correlated with WCMFX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARSZX jumps, then WCMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARSZX
1D Price
Change %
ARSZX100%
-0.10%
WCMFX - ARSZX
82%
Closely correlated
+0.85%
WCMJX - ARSZX
82%
Closely correlated
+0.78%
DFFVX - ARSZX
75%
Closely correlated
+0.47%
DFSVX - ARSZX
75%
Closely correlated
+0.51%
VISVX - ARSZX
74%
Closely correlated
+0.43%
More