AMG River Road Dividend All Cap Value Fund Class I (ARIDX)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
ARIDX Chart
AMG River Road Dividend All Cap Value Fund Class I Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 471 | $3,508.23 | $2,595.21 | -$913.02 | -26.03% |
AMG River Road Dividend All Cap Value Fund Class I (ARIDX) FAQ
What is the stock price today?
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Does it pay dividends? What is the current yield?
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Has AMG River Road Dividend All Cap Value Fund Class I ever had a stock split?
AMG River Road Dividend All Cap Value Fund Class I Profile
| NASDAQ (NMS) Exchange | United States Country |
Overview
The fund is designed for investors looking to generate income through equity investments. By primarily focusing on dividend-paying stocks, publicly traded partnerships (PTPs), and real estate investment trusts (REITs), the fund aims to achieve yields higher than those of the Russell 3000 Value Index. The commitment to invest at least 80% of its assets in equity securities ensures adherence to this income-generating objective. Investment is spread across a diversified, all-cap portfolio, indicating a broad range of company sizes from various sectors may be included to achieve the fund's goals.
Products and Services
- Dividend Paying Common Stocks
These form a major component of the fund's investment strategy. By prioritizing companies that regularly pay dividends, the fund aims to provide a steady income stream to its investors. Dividend-paying stocks are often seen as a sign of corporate health and financial stability, potentially offering less risk in volatile markets.
- Publicly Traded Partnerships (PTPs)
Investment in PTPs allows the fund to tap into potentially high-yield opportunities across various industries. PTPs generally distribute a substantial portion of their cash flow to investors, which can lead to attractive income prospects for the fund. These entities typically operate in sectors like energy, natural resources, and real estate.
- Real Estate Investment Trusts (REITs)
REITs offer another avenue for income through investments in real estate properties and mortgages. By law, REITs must distribute at least 90% of their taxable income to shareholders as dividends, aligning with the fund's objective to surpass the Russell 3000 Value Index in terms of yield. This investment in REITs diversifies the fund’s portfolio beyond traditional equity securities and into tangible assets.
