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15 important things you should know about TLGSX mutual fund

Updated: September 11, 2020
N/A
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets

Before we start: if you’re looking for TLGSX “stock” price, you can quickly find it out by visiting Finny and typing "TLGSX quote". If you’re looking for a quick scoop on TLGSX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "TLGSX". You’ll get all this info in one place.

Are you looking to buy or sell TLGSX? Or perhaps you’re looking for TLGSX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this TLGSX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: TLGSX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: TLGSX buy or sell; the pros and cons of investing in TLGSX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to TLGSX.

And here is the list of questions we’ll answer:

  1. Describe AMG Funds: AMG Trilogy Global Equity Fund; Class I Shares (TLGSX).
  2. What are TLGSX holdings?
  3. What is TLGSX performance? What are TLGSX historical returns?
  4. How many up and down years did TLGSX have historically?
  5. What is TLGSX dividend yield?
  6. What is TLGSX minimum initial investment amount?
  7. What is TLGSX expense ratio?
  8. Does TLGSX have any sales loads or 12b-1 distribution expenses?
  9. What is TLGSX tax efficiency (tax-cost ratio)?
  10. What is TLGSX beta? How would you assess TLGSX risk?
  11. What is TLGSX Sharpe ratio?
  12. What is TLGSX Finny Score? TLGSX buy or sell?
  13. What are the pros of investing in TLGSX? What are TLGSX buy reasons?
  14. What are the cons of investing in TLGSX? What are TLGSX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AMG Funds: AMG Trilogy Global Equity Fund; Class I Shares (TLGSX).

2. What are TLGSX top holdings?

TLGSX has 0 stock holdings and 0 bond holdings.

3. What is TLGSX performance? What are TLGSX historical returns?

TLGSX has generated the following returns:

4. How many up and down years did TLGSX have historically?

In the last 10 years, TLGSX had 9 up years and 0 down years.

5. What is TLGSX dividend yield?

TLGSX yield is %.

6. What is TLGSX minimum initial investment amount?

TLGSX minimum initial investment amount is N/A.

7. What is TLGSX expense ratio?

TLGSX expense ratio is %. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does TLGSX have any sales loads or 12b-1 distribution expenses?

TLGSX 12b-1 distribution fee is 0. TLGSX front-end sales load is 0. TLGSX back-end sales load is 0.

9. What is TLGSX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.

10. What is TLGSX beta? How would you assess TLGSX risk?

11. What is TLGSX Sharpe ratio?

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

13. What are the pros of investing in TLGSX? What are TLGSX buy reasons?

The following are TLGSX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in TLGSX? What are TLGSX negatives?

The following are TLGSX weaknesses from our perspective:

  • TLGSX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the TLGSX review, we covered TLGSX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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