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15 important things you should know about TLGVX 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 TLGVX “stock” price, you can quickly find it out by visiting Finny and typing "TLGVX quote". If you’re looking for a quick scoop on TLGVX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "TLGVX". You’ll get all this info in one place.

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

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

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

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

2. What are TLGVX top holdings?

TLGVX has 0 stock holdings and 0 bond holdings.

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

TLGVX has generated the following returns:

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

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

5. What is TLGVX dividend yield?

TLGVX yield is %.

6. What is TLGVX minimum initial investment amount?

TLGVX minimum initial investment amount is N/A.

7. What is TLGVX expense ratio?

TLGVX 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 TLGVX have any sales loads or 12b-1 distribution expenses?

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

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

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

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

11. What is TLGVX 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 TLGVX? What are TLGVX buy reasons?

The following are TLGVX 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 TLGVX? What are TLGVX negatives?

The following are TLGVX weaknesses from our perspective:

  • TLGVX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the TLGVX review, we covered TLGVX 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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