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AMG TimesSquare Mid Cap Growth Z TMDIX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 17.49  /  +1.75 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 44%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis TMDIX

Will TMDIX outperform in future?

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

AMG TimesSquare Mid Cap Growth Z’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.

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Portfolio Holdings TMDIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cintas Corp

2.83 36.5 Mil
Industrials

CrowdStrike Holdings Inc Class A

2.76 35.5 Mil
Technology

Cencora Inc

2.68 34.5 Mil
Healthcare

O'Reilly Automotive Inc

2.60 33.5 Mil
Consumer Cyclical

Waste Connections Inc

2.43 31.3 Mil
Industrials

Gartner Inc

2.43 31.3 Mil
Technology

Cash And Cash Equivalents

2.29 29.5 Mil
Cash and Equivalents

Veeva Systems Inc Class A

2.27 29.2 Mil
Healthcare

Chemed Corp

2.18 28.1 Mil
Healthcare

RenaissanceRe Holdings Ltd

2.17 28.0 Mil
Financial Services