Morningstar

AMG River Road Mid Cap Value Fund - Class N CHTTX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 19.40  /  +0.41 %
  • Total Assets 356.6M
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.15%
  • Turnover 93%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:33 AM GMT+0

Morningstar’s Analysis CHTTX

Will CHTTX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CHTTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CHTTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CHTTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG River Road Mid Cap Value N holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CHTTX

More CHTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fairfax Financial Holdings Ltd Shs Subord.Vtg

4.06 16M
Financial Services

Amrize Ltd Registered Share

3.25 13M
Basic Materials

White Mountains Insurance Group Ltd

3.23 13M
Financial Services

StandardAero Inc

3.17 13M
Industrials

The Estee Lauder Companies Inc Class A

2.77 11M
Consumer Defensive

News Corp Class A

2.76 11M
Communication Services

Talen Energy Corp Ordinary Shares New

2.61 10M
Utilities

Cal-Maine Foods Inc

2.51 10M
Consumer Defensive

Royal Gold Inc

2.45 10M
Basic Materials

Keurig Dr Pepper Inc

2.45 10M
Consumer Defensive

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