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AMG TimesSquare Mid Cap Growth Fund Class Z (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+3.58% 3 years+10.30%
3 months+7.15% 5 years+13.82%
1 year+18.93% Since inception+10.09%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+13.82%+12.62%
Expense ratio1.04%1.22%
Risk 5 year sharpe ratio1.271.18
Net assets$2.1B$1.5B
Average market cap$12.0B$12.1B
Average P/E23.729.4
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureIan Rosenthal / 12 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment$50,000.00


U.S. stock90.97%
International stock5.88%
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
SBAC SBA Communications Corp3.41%
GPN Global Payments Inc2.76%
PGR Progressive Corp2.74%
IT Gartner Inc2.48%
DLTR Dollar Tree Inc2.25%
CBG CBRE Group Inc2.14%
BAH Booz Allen Hamilton Holding Corp2.04%
LLL L3 Technologies Inc1.88%
DVA Davita Inc1.73%
DOX Amdocs Ltd1.72%