Nasdaq - Delayed Quote USD

AMG TimesSquare International SmallCap Z (TCMIX)

14.48 +0.04 (+0.28%)
At close: 8:01 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small market capitalization companies. It will invest at least 40% of its net assets, plus the amount of any borrowing for investment purposes, in investments of issuers located outside the United States, and/or investments that expose the funds to such issuers, and the fund will invest in and/or have investments that expose the fund to a minimum of three countries, excluding the United States.

AMG TimesSquare International SmallCap Z

One Stamford Plaza, 263 Tresser Boulevard, Suite 949
800.835.3879

Fund Overview

Category Foreign Small/Mid Growth
Fund Family AMG Funds
Net Assets 169.46M
YTD Return 5.81%
Yield 1.87%
Morningstar Rating
Inception Date Feb 24, 2017

Fund Operations

Last Dividend 0.28
Last Cap Gain -100.00
Holdings Turnover 69.00%
Average for Category --

Fees & Expenses

Expense TCMIX Category Average
Annual Report Expense Ratio (net) 1.10% 1.30%
Prospectus Net Expense Ratio 1.10% --
Prospectus Gross Expense Ratio 1.10% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Hirsh has served as portfolio manager of the Fund since January 2022. Mr. Hirsh is a Director, Portfolio Manager/Analyst – Europe, and Partner on TimesSquare’s International Small Cap team which covers Developed, Emerging, and Frontier markets. Prior to joining TimesSquare in 2012, Mr. Hirsh was a Senior Principal at HawkStone Capital, focusing on Europe. Prior to HawkStone, he worked at Societe Generale, Kepler Equities, and Julius Baer with a focus on small- to mid-cap European stocks. He holds a B.A. in International Affairs from Lafayette College and is fluent in French.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers