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Morningstar

AMG TimesSquare Mid Cap Growth Z TMDIX

Morningstar Analyst Rating
Quantitative rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 15.18  /  1.34 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.980%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 53%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis TMDIX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin AMG TimesSquare Mid Cap Growth Z's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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