Finny logo
Finny logo
Dibs:
Dibs:
0

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

15 important things you should know about AMG Funds ARIMX mutual fund

Updated: September 18, 2020
67
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

Before we start: if you’re looking for ARIMX “stock” price, you can quickly find it out by visiting Finny and typing "ARIMX quote". If you’re looking for a quick scoop on ARIMX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ARIMX". You’ll get all this info in one place.

Are you looking to buy or sell ARIMX? Or perhaps you’re looking for ARIMX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this ARIMX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: ARIMX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: ARIMX buy or sell; the pros and cons of investing in ARIMX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to ARIMX.

And here is the list of questions we’ll answer:

  1. Describe AMG Funds IV: AMG River Road Select Value Fund; Class I Shares (ARIMX).
  2. What are ARIMX holdings?
  3. What is ARIMX performance? What are ARIMX historical returns?
  4. How many up and down years did ARIMX have historically?
  5. What is ARIMX dividend yield?
  6. What is ARIMX minimum initial investment amount?
  7. What is ARIMX expense ratio?
  8. Does ARIMX have any sales loads or 12b-1 distribution expenses?
  9. What is ARIMX tax efficiency (tax-cost ratio)?
  10. What is ARIMX beta? How would you assess ARIMX risk?
  11. What is ARIMX Sharpe ratio?
  12. What is ARIMX Finny Score? ARIMX buy or sell?
  13. What are the pros of investing in ARIMX? What are ARIMX buy reasons?
  14. What are the cons of investing in ARIMX? What are ARIMX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AMG Funds IV: AMG River Road Select Value Fund; Class I Shares (ARIMX).

The Fund seeks to provide long-term capital appreciation. The Fund invests at least 80% of its assets in common stocks and other equity securities of small- and mid-cap companies with market capitalizations of less than $6 billion at the time of acquisition.

2. What are ARIMX top holdings?

ARIMX has 68 stock holdings and 0 bond holdings.

The top 10 holdings represent 39.73% of total assets. Here are the top holdings:

Name Symbol % Assets
Cannae Holdings Inc Ordinary Shares CNNE 5.43%
GCI Liberty Inc A GLIBA 4.85%
Air Transport Services Group Inc ATSG 4.21%
Premier Inc Class A PINC 4.19%
Liberty Broadband Corp C LBRDK 4.09%
BJ's Wholesale Club Holdings Inc BJ 4.03%
Hostess Brands Inc Class A TWNK 3.64%
LKQ Corp LKQ 3.32%
UniFirst Corp UNF 3.21%
Advance Auto Parts Inc AAP 2.76%

3. What is ARIMX performance? What are ARIMX historical returns?

ARIMX has generated the following returns:

  • 1-month return is 0.71%;
  • 3-month return is 3.20%;
  • 1-year return is -4.74%;
  • 3-year return is 2.99%;
  • 5-year return is 9.40%;
  • 10-year return is 10.06%.

4. How many up and down years did ARIMX have historically?

In the last 10 years, ARIMX had 8 up years and 2 down years. See Performances

5. What is ARIMX dividend yield?

ARIMX yield is 0.24%.

6. What is ARIMX minimum initial investment amount?

ARIMX minimum initial investment amount is N/A.

7. What is ARIMX expense ratio?

ARIMX expense ratio is 1.1%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does ARIMX have any sales loads or 12b-1 distribution expenses?

ARIMX 12b-1 distribution fee is 0. ARIMX front-end sales load is 0. ARIMX back-end sales load is 0.

9. What is ARIMX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.64%;
  • 3-year ax cost ratio is 2.24%.

See Taxes

10. What is ARIMX beta? How would you assess ARIMX risk?

  • 3-year beta is 1.18;
  • 5-year beta is 1.13;
  • 10-year beta is 1.07.

See Risks

11. What is ARIMX Sharpe ratio?

  • 3-year Sharpe ratio is 0.09;
  • 5-year Sharpe ratio is 0.37;
  • 10-year Sharpe ratio is 0.64.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 67. Our quantitative analysis shows 4 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 67.

13. What are the pros of investing in ARIMX? What are ARIMX buy reasons?

The following are ARIMX strengths from our perspective:

  • <strong>ARIMX 3-year return</strong> is 2.99%, which is higher than the 3-year return of the benchmark index (Russell 2500 Value TR USD), -0.04%.
  • <strong>ARIMX 5-year return</strong> is 9.4%, which is higher than the 5-year return of the benchmark index (Russell 2500 Value TR USD), 5.23%.
  • <strong>ARIMX 10-year return</strong> is 10.06%, which is higher than the 10-year return of the benchmark index (Russell 2500 Value TR USD), 8.81%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in ARIMX? What are ARIMX negatives?

The following are ARIMX weaknesses from our perspective:

  • <strong>ARIMX net assets</strong> are $171.20 million. This fund is not a popular choice with retail investors.
  • <strong>ARIMX expense ratio</strong> is 1.1%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARIMX review, we covered ARIMX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
Follow Us