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Amg River Road Large Cap Value Select Fund Class I: (MF: MEQFX)

(NASDAQ Mutual Funds) As of Nov 6, 2024 08:00 PM ET

$21.60 USD

+0.46 (2.18%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2024

Total Return %* Percentile Rank Objective
YTD 24.30 10
3 months 11.09 2
6 months 10.92 7
1 Year 36.48 27
3 Year 13.24 3
5 Year 10.90 68
10 Year 8.64 77

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 119.79
Bear Market (10/07 - 2/09) -51.12
Bull Market (2/09 - 3/21) 548.11

Load Adjusted Returns as of Sep 30, 2024

1 Year 36.48
5 Year 10.90
10 Year 8.64
Since Inception 8.51

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 12.06 -0.15 11.09 NA
2023 4.14 3.03 1.44 9.80
2022 -3.11 -12.99 -2.95 10.69
2021 8.59 8.37 -0.60 7.94
2020 -13.38 -2.71 4.21 9.32
2019 3.08 3.18 1.34 2.85

Annual Return

20242023202220212020201920182017201620152014
% Total Return 24.3019.52-9.4626.27-3.9910.878.0815.3110.03-10.6510.45
% Total Return Rel to Index 2.19-6.718.74-2.40-22.39-20.6212.47-6.47-1.90-12.03-3.19
% Total Return Rel to Peer 7.33-3.4710.234.21-23.91-17.5514.94-5.362.21-9.052.24
% Perf Quintile vs Peer* 0.003.002.002.005.005.001.004.003.005.003.00
% Dividends 0.000.160.302.630.000.050.000.150.200.210.18
% Yield 0.000.942.0415.790.000.340.000.821.171.341.00
Capital Gains ($) 0.000.000.000.000.000.690.504.150.750.000.00
Expense Ratio 0.630.630.630.690.760.992.510.780.790.790.79

* 1 = Top 20%, 5 = Bottom 20%