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Amg River Road Mid Cap Value Fund Class N: (MF: CHTTX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$21.70 USD

-0.21 (-0.96%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 4.06 63
3 months 6.01 72
6 months 4.06 63
1 Year 15.43 27
3 Year 17.10 46
5 Year 17.27 8
10 Year 7.85 82

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 189.30
Bear Market (10/07 - 2/09) -54.41
Bull Market (2/09 - 3/21) 788.51

Load Adjusted Returns as of Jun 30, 2025

1 Year 15.43
5 Year 17.26
10 Year 7.85
Since Inception 11.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.83 6.01 NA NA
2024 8.30 -5.47 7.72 2.97
2023 4.34 5.84 -0.49 11.59
2022 -3.64 -14.13 -2.69 13.87
2021 12.21 6.68 -0.75 11.08
2020 -30.42 18.03 5.28 20.14

Annual Return

20252024202320222021202020192018201720162015
% Total Return 4.0613.5522.64-8.3231.973.8715.69-18.5611.5124.06-10.36
% Total Return Rel to Index -2.14-11.46-3.609.873.29-14.52-15.79-14.17-10.2812.13-11.75
% Total Return Rel to Peer -1.07-5.83-0.3511.379.91-16.04-12.73-11.70-9.1616.24-8.76
% Perf Quintile vs Peer* 0.000.003.001.001.005.005.005.005.001.005.00
% Dividends 0.000.060.020.160.030.020.320.150.000.130.11
% Yield 0.000.270.270.850.080.060.840.410.000.290.29
Capital Gains ($) 0.002.830.051.3820.711.892.172.662.811.712.05
Expense Ratio 0.001.111.101.091.131.141.151.121.121.121.11

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