AMG TimesSquare Mid Cap Growth Fund Class N (TMDPX)

19.05
Net Asset Value
+1.17%
1 Day
+3.53%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.18%
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-2.46% 3 years+9.07%
3 months+6.33% 5 years+12.51%
1 year+19.65% Since inception+10.27%
Data through --

Peer Comparisonvs. Mid-cap growth

 TMDPXCategory
Performance 5-yr return+12.51%+13.73%
Expense ratio1.18%1.21%
Risk 5 year sharpe ratio1.221.15
Net assets$2.2B$1.6B
Average market cap$13.1B$12.9B
Average P/E28.428.7
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureIan Rosenthal / 12 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock92.14%
International stock5.90%
Cash1.96%
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 Corp3.14%
PGR Progressive Corp3.01%
GPN Global Payments Inc2.74%
IT Gartner Inc2.60%
DLTR Dollar Tree Inc2.13%
FLT Fleetcor Technologies Inc2.04%
LLL L3 Technologies Inc2.00%
CBG CBRE Group Inc1.99%
BAH Booz Allen Hamilton Holding Corp1.96%
VRSK Verisk Analytics Inc1.86%