Morningstar

AMG TimesSquare Mid Cap Growth Fund Class Z TMDIX

Morningstar Medalist Rating
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Medalist Rating as of See AMG Investment Hub
  • NAV / 1-Day Return $16.64  /  −0.24 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 50%
NAV and 1-Day Return as of

Morningstar’s Analysis TMDIX

Will TMDIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG TimesSquare Mid Cap Growth Z holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings TMDIX

More TMDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

4.26 67M
Technology

EMCOR Group Inc

3.09 48M
Industrials

Comfort Systems USA Inc

2.71 43M
Industrials

Monolithic Power Systems Inc

2.71 42M
Technology

Cencora Inc

2.70 42M
Healthcare

Palo Alto Networks Inc

2.49 39M
Technology

Interactive Brokers Group Inc Class A

2.43 38M
Financial Services

Carpenter Technology Corp

2.41 38M
Industrials

JFrog Ltd Ordinary Shares

2.38 37M
Technology

Lattice Semiconductor Corp

2.31 36M
Technology

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