- 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 $1.89B 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 the fund issuer.
- 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.
