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Morningstar

AMG TimesSquare Small Cap Growth Z TSCIX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 11.97  /  −1.07 %
  • Total Assets 162.8 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 63%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:17 AM GMT+0

Morningstar’s Analysis TSCIX

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

  • People Pillar

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

AMG TimesSquare Small Cap Growth Z's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 TSCIX

More TSCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash And Cash Equivalents

3.78 6.6 Mil
Cash and Equivalents

JFrog Ltd Ordinary Shares

2.80 4.9 Mil
Technology

Casella Waste Systems Inc Class A

2.68 4.6 Mil
Industrials

Regal Rexnord Corp

2.39 4.1 Mil
Industrials

CyberArk Software Ltd

2.25 3.9 Mil
Technology

ESAB Corp

2.17 3.8 Mil
Industrials

Vertex Inc Class A

2.11 3.7 Mil
Technology

BJ's Wholesale Club Holdings Inc

1.90 3.3 Mil
Consumer Defensive

Matador Resources Co

1.75 3.0 Mil
Energy

Hamilton Lane Inc Class A

1.69 2.9 Mil
Financial Services