Mutual Funds - Profile

AMG TimesSquare Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund’s objective is to appreciate capital through investing in mid-size companies in the U.S.

The investment process starts with a list of companies with market capitalizations between $1 billion and $30 billion. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

The team then with the help of qualitative and quantitative research narrows the list of companies with attractive growth profile, strong financial statements, long growth runway and low shareholder participation. The fund favors companies with near-term catalysts to lift stocks higher More

Price

  • Last Close
  • $17.02
    +0.41
  • 52 Week HL
  • $24.76 - $16.12
  • Net Assets
  • $1 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
RenaissanceRe Holdings 3.08
Crowdstrike Holdings 2.73
Twilio Inc, 2.44
Waste Connections 2.38
O'Reilly Automotive 2.37
Company Holding
Pinterest Inc, 2.35
Catalent Inc 2.25
Gartner Inc 2.19
Charles River 2.14
SBA Communications 2.09
Total 24.02%

Manager

  • Name
  • Grant R. Babyak
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports
  • 2020

Performance
-10.4 % YTD

  • 3 Year
  • -10.17%
  • 5 Year
  • 23.2%
  • Best
  • 37.02%
    2009
  • Worst
  • -33.9%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
TMDIX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7.3% -0.2% -19.3% 16.7% 2.7% 6.5% - 6.5% 1.4% 13.8% -
Q2 - 9.5% 28.2% 7.1% 5.1% 4.1% 2.8% -0.8% 2.5% 2.1% -
Q3 - 1% 9.3% -0.4% 6.3% 4.4% 4% -7.3% -2.1% 5.7% -
Q4 - -19.2% -0.7% -6.6% -14.6% 5.4% 0.5% 2.7% 3.6% 11.5% -

Returns +
M

J F M A M J J A S O N D
2022 -10.4% - - - - - - - - - - -
2021 -2.3% 3.2% -0.9% 6.2% -1.2% 4.4% 2.3% 3.3% -4.4% 5.8% -3.6% -20.8%

Annual
Return

Index Comparison

Alpha

NAV