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| 19.38 Net Asset Value | -1.07% 1 Day | +2.70% 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 | +2.51% | 3 years | +8.11% | |
| 3 months | -2.20% | 5 years | +12.15% | |
| 1 year | +19.00% | Since inception | +10.09% |
| TMDIX | Category | |
|---|---|---|
| Performance 5-yr return | +12.15% | +11.94% |
| Expense ratio | 0.98% | 1.21% |
| Risk 5 year sharpe ratio | 1.05 | 1.00 |
| Net assets | $2.1B | $1.6B |
| Average market cap | $12.8B | $11.9B |
| Average P/E | 24.5 | 24.9 |
| 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 | 91.60% |
| International stock | 6.65% |
| Cash | 1.75% |
| 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 | 3.43% |
| SBAC SBA Communications Corp | 3.10% |
| GPN Global Payments Inc | 2.84% |
| IT Gartner Inc | 2.24% |
| FLT Fleetcor Technologies Inc | 2.15% |
| VRSK Verisk Analytics Inc | 2.00% |
| BAH Booz Allen Hamilton Holding Corp | 2.00% |
| -- | 1.84% |
| BWXT BWX Technologies Inc | 1.80% |
| -- | 1.79% |
