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Morningstar

AMG TimesSquare Mid Cap Growth I TQMIX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 17.78  /  +1.43 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 39%

USD | NAV as of May 15, 2024 | 1-Day Return as of May 15, 2024, 10:27 PM GMT+0

Morningstar’s Analysis TQMIX

Will TQMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TQMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TQMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TQMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

AMG TimesSquare Mid Cap Growth I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TQMIX

More TQMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Technology

Cencora Inc

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Cash And Cash Equivalents

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Cash and Equivalents

Waste Connections Inc

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Industrials

Amphenol Corp Class A

2.18 28.7 Mil
Technology

Veeva Systems Inc Class A

2.12 27.9 Mil
Healthcare

DexCom Inc

2.08 27.4 Mil
Healthcare

Verisk Analytics Inc

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Industrials

Chemed Corp

1.99 26.2 Mil
Healthcare