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

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

$21.20 USD

-0.17 (-0.80%)

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 Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 3.57 68
3 months 1.90 94
6 months 3.57 68
1 Year 15.72 24
3 Year 18.46 39
5 Year 15.05 34
10 Year 8.71 73

* 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) 575.07

Load Adjusted Returns as of Jun 30, 2025

1 Year 15.72
5 Year 15.05
10 Year 8.71
Since Inception 8.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.63 1.90 NA NA
2024 12.06 -0.15 11.09 0.56
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

Annual Return

20252024202320222021202020192018201720162015
% Total Return 3.5725.0019.52-9.4626.27-3.9910.878.0815.3110.03-10.65
% Total Return Rel to Index -2.63-0.01-6.718.74-2.40-22.39-20.6212.47-6.47-1.90-12.03
% Total Return Rel to Peer -1.575.61-3.4710.234.21-23.91-17.5514.94-5.362.21-9.05
% Perf Quintile vs Peer* 0.000.003.002.002.005.005.001.004.003.005.00
% Dividends 0.000.160.160.302.630.000.050.000.150.200.21
% Yield 0.000.760.902.0716.040.000.350.000.831.191.36
Capital Gains ($) 0.000.740.000.000.000.000.690.504.150.750.00
Expense Ratio 0.000.630.630.630.690.760.992.510.780.790.79

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