AMG TimesSquare Mid Cap Growth Fund Premier Class (TMDPX)

19.30
Net Asset Value
+0.73%
1 Day
+5.81%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.23%
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-0.05% 3 years+15.97%
3 months+4.66% 5 years+14.59%
1 year+10.98% Since inception+10.38%
Data through --

Peer Comparisonvs. Mid-cap growth

 TMDPXCategory
Performance 5-yr return+14.59%+14.76%
Expense ratio1.23%1.33%
Risk 5 year sharpe ratio1.051.01
Net assets$2.5B$1.3B
Average market cap$9.4B$9.8B
Average P/E19.724.3
Portfolio turnover43%43%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureIan Rosenthal / 9 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$1,000,000.00

Holdings

U.S. stock94.32%
Cash3.43%
International stock2.49%
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 Corp4.05%
ADS Alliance Data Systems Corp3.82%
DVA DaVita HealthCare Partners Inc3.22%
NLSN Nielsen NV2.93%
IT Gartner Inc2.46%
EFX Equifax Inc1.97%
BWA BorgWarner Inc1.87%
EVHC Envision Healthcare Holdings Inc1.86%
DOX Amdocs Ltd1.71%
WBC WABCO Holdings Inc1.68%

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