AMG TimesSquare Mid Cap Growth Fund Class I

Frequently Asked Questions About TQMIX

What does TQMIX invest in?

The fund's main goal is to generate substantial capital growth for its investors over an extended period. To achieve this, it commits a minimum of 80% of its net assets—supplemented by any borrowed capital used for investment—to common and preferred stocks issued by mid-sized American companies. The subadvisor defines "mid-capitalization companies" as those whose market value, at the moment of purchase, falls within the capitalization spectrum of businesses included in the Russell Midcap® Growth Index.

What is the expense ratio of TQMIX?

AMG TimesSquare Mid Cap Growth Fund Class I (TQMIX) charges an expense ratio of 0.91%. This is the annual fee deducted from fund assets to cover management and operations.

How big is TQMIX?

AMG TimesSquare Mid Cap Growth Fund Class I (TQMIX) is one share class of a fund that manages $1.59B across all of its share classes (TMDIX, TMDPX 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 TQMIX actively managed or an index fund?

TQMIX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TQMIX's is 0.91%) in exchange for the discretion to over- or under-weight positions.

When was TQMIX launched?

AMG TimesSquare Mid Cap Growth Fund Class I (TQMIX) launched in February 2017 and is managed by AMG.

How has TQMIX performed?

TQMIX'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.