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

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

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

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

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

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

Fact Sheet

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

The Fund seeks long-term capital appreciation. Normally, the Fund will invest at least 80% of its assets in equity securities of small cap companies.

2. What are TSCPX top holdings?

TSCPX has 98 stock holdings and 0 bond holdings.

The top 10 holdings represent 18.49% of total assets. Here are the top holdings:

Name Symbol % Assets
Curiositystream Inc N/A 2.64%
Paylocity Holding Corp PCTY 2.04%
Q2 Holdings Inc QTWO 2.03%
Addus HomeCare Corp ADUS 1.89%
Rexnord Corp RXN 1.87%
Acceleron Pharma Inc XLRN 1.82%
BJ's Wholesale Club Holdings Inc BJ 1.59%
Littelfuse Inc LFUS 1.59%
LHC Group Inc LHCG 1.53%
iRhythm Technologies Inc IRTC 1.49%

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

TSCPX has generated the following returns:

  • 1-month return is -1.93%;
  • 3-month return is 6.41%;
  • 1-year return is 15.05%;
  • 3-year return is 12.72%;
  • 5-year return is 11.25%;
  • 10-year return is 13.49%;
  • 15-year return is 10.41%.

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

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

5. What is TSCPX dividend yield?

TSCPX yield is 0%.

6. What is TSCPX minimum initial investment amount?

TSCPX minimum initial investment amount is $3.00K.

7. What is TSCPX expense ratio?

TSCPX expense ratio is 1.11%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 2.56%;
  • 3-year ax cost ratio is 4.03%.

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

  • 3-year beta is 1.24;
  • 5-year beta is 1.21;
  • 10-year beta is 1.19;
  • 15-year beta is 1.09.

11. What is TSCPX Sharpe ratio?

  • 3-year Sharpe ratio is 0.49;
  • 5-year Sharpe ratio is 0.44;
  • 10-year Sharpe ratio is 0.75;
  • 15-year Sharpe ratio is 0.58.

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 TSCPX? What are TSCPX buy reasons?

The following are TSCPX strengths from our perspective:

  • TSCPX 3-year return is 12.72%, which is higher than the 3-year return of the benchmark index (Russell 2000 Growth TR USD), 9.39%.
  • TSCPX 5-year return is 11.25%, which is higher than the 5-year return of the benchmark index (Russell 2000 Growth TR USD), 10.03%.
  • TSCPX 10-year return is 13.49%, which is higher than the 10-year return of the benchmark index (Russell 2000 Growth TR USD), 12.89%.
  • TSCPX 15-year return is 10.41%, which is higher than the 15-year return of the benchmark index (Russell 2000 Growth TR USD), 8.9%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are TSCPX weaknesses from our perspective:

  • TSCPX net assets are $105.80 million. This fund is not a popular choice with retail investors.
  • TSCPX expense ratio is 1.11%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the TSCPX review, we covered TSCPX 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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