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+0.10% 3 years+19.93%
3 months+2.86% 5 years+16.60%
1 year+14.14% Since inception+10.44%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+16.60%+14.47%
Expense ratio1.04%1.33%
Risk 5 year sharpe ratio0.970.89
Net assets$2.5B$1.3B
Average market cap$9.4B$9.7B
Average P/E20.425.2
Portfolio turnover43%43%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureIan Rosenthal / 10 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment$5,000,000.00


U.S. stock94.60%
International stock2.50%
Fixed income0.00%
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
ADS Alliance Data Systems Corp3.96%
SBAC SBA Communications Corp3.75%
DVA DaVita HealthCare Partners Inc3.20%
NLSN Nielsen NV3.02%
IT Gartner Inc2.33%
EFX Equifax Inc2.04%
EVHC Envision Healthcare Holdings Inc1.91%
DOX Amdocs Ltd1.79%
BWA BorgWarner Inc1.68%
CHTR Charter Communications Inc1.67%

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