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| 20.35 Net Asset Value | -0.73% 1 Day | +7.84% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 0.98% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +2.76% | 3 years | +9.96% | |
| 3 months | +3.27% | 5 years | +12.80% | |
| 1 year | +20.75% | Since inception | +10.14% |
| TMDIX | Category | |
|---|---|---|
| Performance 5-yr return | +12.80% | +11.94% |
| Expense ratio | 0.98% | 1.20% |
| Risk 5 year sharpe ratio | 1.06 | 0.99 |
| Net assets | $2.1B | $1.6B |
| Average market cap | $13.2B | $12.1B |
| Average P/E | 24.0 | 25.4 |
| Portfolio turnover | 54% | 54% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | AMG Funds |
| Fund manager & tenure | Ian Rosenthal / 13 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | $50,000.00 |
| U.S. stock | 91.76% |
| International stock | 6.55% |
| Cash | 1.69% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Healthcare | 13.63% |
| Business service | 12.20% |
| Hardware | 11.96% |
| Financial service | 11.25% |
| Industrial materials | 10.55% |
| PGR Progressive Corp | 3.58% |
| SBAC SBA Communications Corp | 2.99% |
| GPN Global Payments Inc | 2.80% |
| IT Gartner Inc | 2.43% |
| FLT Fleetcor Technologies Inc | 2.30% |
| BAH Booz Allen Hamilton Holding Corp | 2.15% |
| VRSK Verisk Analytics Inc | 1.97% |
| TRU TransUnion | 1.84% |
| BWXT BWX Technologies Inc | 1.84% |
| -- | 1.81% |
