AMG River Road Mid Cap Value Fund
Shareclass
AMG River Road Mid Cap Value Z (ABIZX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,730 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10

Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
AMG River Road Mid Cap Value Fund ABIZX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Expedia Group Inc2.07% of assets$6.8M invested
- 2. Centene Corp1.86% of assets$6.09M invested
- 3. Willis Towers Watson PLC4.52% of assets$14.83M invested
- 4. Robert Half Inc1.94% of assets$6.37M invested
- 5. The Estee Lauder Companies Inc Class A1.27% of assets$4.15M invested
- 6. GE HealthCare Technologies Inc Common Stock2.95% of assets$9.68M invested
- 7. Lululemon Athletica Inc2.25% of assets$7.38M invested
- 8. Voya Financial Inc1.95% of assets$6.4M invested
- 9. Global Payments Inc1.88% of assets$6.16M invested
- 10. Smith & Nephew PLC ADR1.2% of assets$3.93M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. LGI Homes Inc1.3% of assets$4.28M invested
- 2. Tidewater Inc0.7% of assets$2.31M invested
- 3. Lennar Corp Class A1.43% of assets$4.7M invested
- 4. Warrior Met Coal Inc1.13% of assets$3.72M invested
- 5. The St. Joe Co1.44% of assets$4.71M invested
- 6. APi Group Corp2.94% of assets$9.64M invested
- 7. Valaris Ltd0.87% of assets$2.85M invested
- 8. Expeditors International of Washington Inc3.21% of assets$10.53M invested
- 9. Valmont Industries Inc1.68% of assets$5.52M invested
- 10. SS&C Technologies Holdings Inc2.96% of assets$9.69M invested
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Financial performance
Performance data provided by
Find more financial data on ABIZX at Morningstar.com

Gender Equality and Returns

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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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