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| 18.50 Net Asset Value | +0.49% 1 Day | +6.75% 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™ |
| 1 month | -0.32% | 3 years | +8.02% | |
| 3 months | +9.34% | 5 years | +14.46% | |
| 1 year | +7.87% | Since inception | +9.33% |
| TMDIX | Category | |
|---|---|---|
| Performance 5-yr return | +14.46% | +7.93% |
| Expense ratio | 1.03% | 1.26% |
| Risk 5 year sharpe ratio | 1.01 | 0.82 |
| Net assets | $2.0B | $1.2B |
| Average market cap | $10.3B | $10.1B |
| Average P/E | 22.1 | 25.5 |
| 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 / 11 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | $5,000,000.00 |
| U.S. stock | 93.87% |
| International stock | 4.36% |
| Cash | 1.78% |
| 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 | 4.44% |
| NLSN Nielsen Holdings PLC | 3.62% |
| DVA Davita Inc | 3.50% |
| EFX Equifax Inc | 2.71% |
| SPGI S&P Global Inc | 2.29% |
| ADS Alliance Data Systems Corp | 2.28% |
| DOX Amdocs Ltd | 1.88% |
| IT Gartner Inc | 1.73% |
| ORLY O'Reilly Automotive Inc | 1.69% |
| AWH Allied World Assurance Company Holdings Ltd | 1.63% |
