AMG TimesSquare Mid Cap Growth Fund Institutional Class (TMDIX)

18.57
Net Asset Value
0.00%
1 Day
+0.16%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.03%
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-0.91% 3 years+16.90%
3 months+3.99% 5 years+15.13%
1 year+9.85% Since inception+10.12%
Data through --

Peer Comparisonvs. Mid-cap growth

 TMDIXCategory
Performance 5-yr return+15.13%+14.76%
Expense ratio1.03%1.35%
Risk 5 year sharpe ratio0.990.95
Net assets$2.5B$1.3B
Average market cap$9.0B$9.3B
Average P/E22.224.4
Portfolio turnover54%54%

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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

Holdings

U.S. stock95.06%
International stock2.92%
Cash2.12%
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
SBAC SBA Communications Corp4.00%
ADS Alliance Data Systems Corp3.82%
DVA DaVita HealthCare Partners Inc3.57%
NLSN Nielsen NV2.86%
IT Gartner Inc Class A2.52%
ORLY O'Reilly Automotive Inc1.93%
EFX Equifax Inc1.85%
WBC Wabco Holdings Inc1.81%
EVHC Envision Healthcare Holdings Inc1.76%
BWA BorgWarner Inc1.66%

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