Fund Overview Fund Overview Call Us Advisors: 800.368.4410 Investors: 800.548.4539 Investment Style AMG River Road Dividend All Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation. Large Mid Small Value Blend Growth Equity Objective AMG River Road Dividend All Cap Value Fund is categorized as Mid-Value. It invests in medium-cap companies with low risk. Morningstar Ratings Risk-adjusted returns as of 02/28/2026 Overall Rating (of 1,053) 3 Years (of 1,053) 5 Years (of 988) 10 Years — Category Large Value Read Important Investment Disclosures Performance Performance Read Important Investment Disclosures Portfolio & Holdings Portfolio & Holdings About the Affiliate About River Road Asset Management River Road Asset Management was established in 2005 and provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients. The firm was founded upon a proprietary Absolute Value® investment discipline. This approach was developed by River Road’s founders and occupies a distinct niche within value investing styles. Learn More About River Road Asset Management's Approach FOUNDED 2005 AMG AFFILIATE SINCE 2014 HEADQUARTERS Louisville, KY Portfolio Managers Thomas S. Forsha, CFA CO-CHIEF INVESTMENT OFFICER, SENIOR PORTFOLIO MANAGER Read full bio Andrew R. McIntosh, CFA PORTFOLIO MANAGER Read full bio Investment Approach Investment Approach AMG River Road Dividend All Cap Value Fund Under normal conditions, the Fund invests at least 80% of its assets in a diversified, all cap portfolio of dividend paying equities. The Fund’s Absolute Value® approach utilizes systematic and dynamic proprietary research to target companies exhibiting: Financial strength and high, growing dividend yields at attractive prices Shareholder-oriented management teams Undiscovered, under-followed, misunderstood companies with attractive business models Related products Other Products From River Road Asset Management ARRFX AMG River Road Focused Absolute Value Fund View Fund Details FQUAX AMG River Road Large Cap Value Select Fund View Fund Details CHTTX AMG River Road Mid Cap Value Fund View Fund Details ARSVX AMG River Road Small Cap Value Fund View Fund Details ARSMX AMG River Road Small-Mid Cap Value Fund View Fund Details Stay up-to-date Sign up to receive our latest views and thinking, in addition to other news and product-related information. CHOOSE SUBSCRIPTIONS