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| 19.50 Net Asset Value | +0.41% 1 Day | +10.73% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.04% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +1.67% | 3 years | +6.75% | |
| 3 months | +5.12% | 5 years | +13.95% | |
| 1 year | +13.82% | Since inception | +9.62% |
| TMDIX | Category | |
|---|---|---|
| Performance 5-yr return | +13.95% | +10.30% |
| Expense ratio | 1.04% | 1.24% |
| Risk 5 year sharpe ratio | 1.26 | 1.10 |
| Net assets | $2.0B | $1.3B |
| Average market cap | $11.4B | $11.0B |
| Average P/E | 23.4 | 27.4 |
| Portfolio turnover | 47% | 47% |
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 / 12 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | $50,000.00 |
| U.S. stock | 93.73% |
| International stock | 3.89% |
| Cash | 2.38% |
| 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% |
| SBAC SBA Communications Corp | 3.89% |
| GPN Global Payments Inc | 2.62% |
| EFX Equifax Inc | 2.41% |
| IT Gartner Inc | 2.40% |
| PGR Progressive Corp | 2.40% |
| ORLY O'Reilly Automotive Inc | 2.17% |
| TDG TransDigm Group Inc | 2.03% |
| DVA Davita Inc | 2.02% |
| DLTR Dollar Tree Inc | 1.97% |
| CBG CBRE Group Inc | 1.92% |
