AMG TimesSquare Mid Cap Growth Fund

Frequently Asked Questions About TMDIX

What does TMDIX invest in?

This fund primarily focuses its investments on common and preferred shares of U.S. mid-capitalization companies, committing at least 80% of its net assets—along with any funds borrowed for investment purposes—to this strategy. The fund's subadviser defines these "mid-capitalization" firms as those whose market value, at the point of acquisition, falls within the size parameters of companies included in the Russell Midcap® Growth Index.

What is the expense ratio of TMDIX?

AMG TimesSquare Mid Cap Growth Fund (TMDIX) charges an expense ratio of 0.86%. This is the annual fee deducted from fund assets to cover management and operations.

How big is TMDIX?

AMG TimesSquare Mid Cap Growth Fund (TMDIX) is one share class of a fund that manages $1.58B across all of its share classes (TMDPX, TQMIX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is TMDIX actively managed or an index fund?

TMDIX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TMDIX's is 0.86%) in exchange for the discretion to over- or under-weight positions.

When was TMDIX launched?

AMG TimesSquare Mid Cap Growth Fund (TMDIX) launched in March 2005 and is managed by AMG.

How has TMDIX performed?

TMDIX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.