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AMG TimesSquare Small Cap Growth Fund Institutional Class (TSCIX)

16.02
Net Asset Value
-0.50%
1 Day
+5.81%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.04%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It typically invests in common and preferred stocks of U.S. small-capitalization companies. The subadvisor generally considers a company to be a "small-capitalization" company if, at the time of purchase, the market capitalization is below $3 billion or otherwise within the range of capitalizations of companies in the Russell 2000  Index.

Performance

1 month+0.44% 3 years+6.15%
3 months+9.82% 5 years+14.38%
1 year+5.11% Since inception+8.40%
Data through --

Peer Comparisonvs. Small growth

 TSCIXCategory
Performance 5-yr return+14.38%+7.26%
Expense ratio1.04%1.33%
Risk 5 year sharpe ratio0.730.61
Net assets$1.1B$849.2M
Average market cap$2.0B$3.0B
Average P/E26.126.1
Portfolio turnover71%71%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureGrant Babyak / 16 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment$5,000,000.00

Holdings

U.S. stock92.91%
Cash4.65%
International stock1.49%
Fixed income0.96%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service 20.55%
Healthcare 11.93%
Hardware 9.87%
Industrial materials 8.96%
Energy 8.85%
Top 10 Holdings
Portfolio weighting
ASGN On Assignment Inc2.15%
MNRO Monro Muffler Brake Inc2.00%
AIN Albany International Corp1.98%
MKSI MKS Instruments Inc1.93%
ULTI Ultimate Software Group Inc1.89%
BFAM Bright Horizons Family Solutions Inc1.81%
ENV Envestnet Inc1.81%
KW Kennedy-Wilson Holdings Inc1.72%
JCOM J2 Global Inc1.71%
WEX WEX Inc1.69%

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