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15 important things you should know about AMG Funds TMDPX mutual fund

Updated: September 11, 2020
71
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

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

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

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

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

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

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

Fact Sheet

1. Describe AMG Funds: AMG TimesSquare Mid Cap Growth Fund; Class N Shares (TMDPX).

The Fund seeks long-term capital appreciation by investing at least 80% of its net assets in common and preferred stocks of mid-capitalization U.S. companies.

2. What are TMDPX top holdings?

TMDPX has 76 stock holdings and 0 bond holdings.

The top 10 holdings represent 23.70% of total assets. Here are the top holdings:

Name Symbol % Assets
RenaissanceRe Holdings Ltd RNR 3.50%
Progressive Corp PGR 2.96%
SBA Communications Corp SBAC 2.82%
Global Payments Inc GPN 2.64%
Twilio Inc A TWLO 2.04%
Booz Allen Hamilton Holding Corp Class A BAH 2.03%
Centene Corp CNC 1.95%
Vertex Pharmaceuticals Inc VRTX 1.93%
Zynga Inc Class A ZNGA 1.92%
Waste Connections Inc WCN.TO 1.91%

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

TMDPX has generated the following returns:

  • 1-month return is -2.68%;
  • 3-month return is 4.85%;
  • 1-year return is 16.05%;
  • 3-year return is 15.40%;
  • 5-year return is 13.44%;
  • 10-year return is 13.60%;
  • 15-year return is 10.55%.

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

In the last 10 years, TMDPX had 8 up years and 2 down years.

5. What is TMDPX dividend yield?

TMDPX yield is 0%.

6. What is TMDPX minimum initial investment amount?

TMDPX minimum initial investment amount is $2.00K.

7. What is TMDPX expense ratio?

TMDPX expense ratio is 1.18%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 3.38%;
  • 3-year ax cost ratio is 3.49%.

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

  • 3-year beta is 1.01;
  • 5-year beta is 1.02;
  • 10-year beta is 1.05;
  • 15-year beta is 1.01.

11. What is TMDPX Sharpe ratio?

  • 3-year Sharpe ratio is 0.72;
  • 5-year Sharpe ratio is 0.66;
  • 10-year Sharpe ratio is 0.89;
  • 15-year Sharpe ratio is 0.64.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

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

The following are TMDPX strengths from our perspective:

  • TMDPX 3-year return is 15.4%, which is in line with the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 16.11%.
  • TMDPX 5-year return is 13.44%, which is in line with the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 14.36%.
  • TMDPX 10-year return is 13.6%, which is in line with the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 14.83%.
  • TMDPX 15-year return is 10.55%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap Growth TR USD), 10.45%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are TMDPX weaknesses from our perspective:

  • TMDPX net assets are $517.90 million. This fund is not a popular choice with retail investors.
  • TMDPX expense ratio is 1.18%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the TMDPX review, we covered TMDPX 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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