AMG TimesSquare Mid Cap Growth Fund Premier Class (TMDPX)

19.03
Net Asset Value
+0.53%
1 Day
+4.39%
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+1.61% 3 years+20.35%
3 months+1.34% 5 years+15.68%
1 year+16.20% Since inception+10.33%
Data through --

Peer Comparisonvs. Mid-cap growth

 TMDPXCategory
Performance 5-yr return+15.68%+18.98%
Expense ratio1.23%1.34%
Risk 5 year sharpe ratio1.121.06
Net assets$2.6B$1.3B
Average market cap$8.7B$9.3B
Average P/E21.524.7
Portfolio turnover54%54%

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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. stock93.73%
International stock3.41%
Cash2.52%
Fixed income0.35%
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 Corp4.15%
DVA DaVita HealthCare Partners Inc3.76%
ADS Alliance Data Systems Corp3.38%
NLSN Nielsen NV2.24%
IT Gartner Inc Class A2.09%
WBC Wabco Holdings Inc1.79%
EFX Equifax Inc1.79%
EVHC Envision Healthcare Holdings Inc1.72%
RNR RenaissanceRe Holdings Ltd1.71%
DOX Amdocs Ltd1.69%

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