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Morningstar

AMG TimesSquare Small Cap Growth I TSQIX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 11.87  /  +1.02 %
  • Total Assets 160.8 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 63%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis TSQIX

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

  • People Pillar

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

AMG TimesSquare Small Cap Growth I'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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TSQIX

More TSQIX 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