AMG TimesSquare Mid Cap Growth Fund Class Z (TMDIX)

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™
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.

Performance

1 month+2.51% 3 years+8.11%
3 months-2.20% 5 years+12.15%
1 year+19.00% Since inception+10.09%
Data through --

Peer Comparisonvs. Mid-cap growth

 TMDIXCategory
Performance 5-yr return+12.15%+11.94%
Expense ratio0.98%1.21%
Risk 5 year sharpe ratio1.051.00
Net assets$2.1B$1.6B
Average market cap$12.8B$11.9B
Average P/E24.524.9
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureIan Rosenthal / 13 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment$50,000.00

Holdings

U.S. stock91.60%
International stock6.65%
Cash1.75%
Fixed income0.00%
Other0.00%
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
PGR Progressive Corp3.43%
SBAC SBA Communications Corp3.10%
GPN Global Payments Inc2.84%
IT Gartner Inc2.24%
FLT Fleetcor Technologies Inc2.15%
VRSK Verisk Analytics Inc2.00%
BAH Booz Allen Hamilton Holding Corp2.00%
-- 1.84%
BWXT BWX Technologies Inc1.80%
-- 1.79%