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Morningstar

AMG TimesSquare Mid Cap Growth N TMDPX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 14.23  /  0.35 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.180%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 44%

USD | NAV as of Jun 08, 2023 | 1-Day Return as of Jun 08, 2023, 10:19 PM GMT+0

Morningstar’s Analysis TMDPX

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

People Pillar

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

A strong management team and sound investment process underpin AMG TimesSquare Mid Cap Growth N's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TMDPX

More TMDPX Holdings
  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

O'Reilly Automotive Inc

2.99
34,490,856
Consumer Cyclical

Synopsys Inc

2.67
30,769,432
Technology

Waste Connections Inc

2.65
30,498,201
Industrials

Gartner Inc

2.57
29,610,834
Technology

RenaissanceRe Holdings Ltd

2.56
29,532,711
Financial Services

Palo Alto Networks Inc

2.54
29,266,584
Technology

Cintas Corp

2.53
29,169,280
Industrials

AmerisourceBergen Corp

2.14
24,710,485
Healthcare

Cash And Cash Equivalents

1.96
22,611,252
Cash and Equivalents

Copart Inc

1.92
22,102,380
Industrials