AMG River Road Mid Cap Value Fund

Frequently Asked Questions About CHTTX

What does CHTTX invest in?

Typically, the fund allocates at least 80% of its investable assets, encompassing any borrowed funds, to the securities of mid-capitalization companies. The adviser clarifies that 'mid-cap' refers to firms whose market value, at the point of acquisition, falls within the established range of the Russell Midcap® Index.

What is the expense ratio of CHTTX?

AMG River Road Mid Cap Value Fund (CHTTX) charges an expense ratio of 1.11%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CHTTX?

AMG River Road Mid Cap Value Fund (CHTTX) manages $1.90B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CHTTX actively managed or an index fund?

CHTTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CHTTX launched?

AMG River Road Mid Cap Value Fund (CHTTX) launched in September 1994 and is managed by AMG.

How has CHTTX performed?

CHTTX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.