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Morningstar

AMG TimesSquare International SmallCap Z TCMIX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 14.53  /  −0.55 %
  • Total Assets 166.0 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.87%
  • Turnover 69%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 AM GMT+0

Morningstar’s Analysis TCMIX

Will TCMIX 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 TCMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TCMIX 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 TCMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit AMG TimesSquare International SmallCap Z to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TCMIX

More TCMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Steadfast Group Ltd

2.82 4.8 Mil
Financial Services

Saab AB Class B

2.65 4.5 Mil
Industrials

Rakuten Bank Ltd

2.62 4.4 Mil
Financial Services

Siegfried Holding AG

2.55 4.3 Mil
Healthcare

Nippon Gas Co Ltd

2.31 3.9 Mil
Utilities

Arcadis NV

2.16 3.7 Mil
Industrials

Internet Initiative Japan Inc

2.15 3.6 Mil
Communication Services

Bodycote PLC

2.03 3.4 Mil
Industrials

Cash And Cash Equivalents

1.98 3.4 Mil
Cash and Equivalents

Technip Energies NV Ordinary Shares

1.97 3.3 Mil
Energy