ABIZX – AMG River Road Mid Cap Value Z Investment Strategy | Morningstar

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Strategy

The investment seeks long-term total return through capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of mid-capitalization companies. The adviser currently considers mid-cap companies to be those with market capitalizations at the time of acquisition within the capitalization range of the Russell Midcap® Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CHTTX	AMG River Road Mid Cap Value Fund - Class N	No Load	Open			Sep 19, 1994	$178.40M	1.110%	Above Average	$2,000	−$30.45M
ABMIX	AMG River Road Mid Cap Value Fund - Class I	Institutional	Open			Jul 6, 2004	$137.29M	0.810%	Average	$100,000	$35.49M
ABIZX	AMG River Road Mid Cap Value Fund - Class Z	Institutional	Open			Sep 29, 2017	$40.92M	0.760%	Below Average	$5M	$1.24M

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