AMG TimesSquare Mid Cap Growth Fund Institutional Class (TMDIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in common and preferred stocks of U.S. mid-capitalization companies. The subadvisor considers the term "mid-capitalization companies" to refer to companies that, at the time of purchase, are within the range of capitalizations of companies in the Russell Midcap ® Growth Index.


1 month+4.13% 3 years+17.37%
3 months+5.81% 5 years+15.13%
1 year+7.97% Since inception+10.58%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+15.13%+14.76%
Expense ratio1.03%1.33%
Risk 5 year sharpe ratio1.061.01
Net assets$2.5B$1.3B
Average market cap$8.9B$9.2B
Average P/E22.023.9
Portfolio turnover43%43%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureIan Rosenthal / 9 Years
Minimal initial investment$3,000,000.00
Minimum IRA investment$3,000,000.00


U.S. stock94.37%
International stock2.55%
Fixed income0.11%
Top 5 Sectors
Portfolio weighting
Healthcare 13.63%
Business service 12.20%
Hardware 11.96%
Financial service 11.25%
Industrial materials 10.55%
Top 10 Holdings
Portfolio weighting
SBAC SBA Communications Corp4.22%
ADS Alliance Data Systems Corp3.96%
DVA DaVita HealthCare Partners Inc3.56%
NLSN Nielsen NV2.99%
IT Gartner Inc2.60%
EFX Equifax Inc1.92%
ORLY O'Reilly Automotive Inc1.89%
EVHC Envision Healthcare Holdings Inc1.83%
BWA BorgWarner Inc1.79%
DOX Amdocs Ltd1.69%

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