AMG Funds does not endorse this web site, its sponsor, or any of RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Its portfolio managers consider the term "mid-capitalization companies" to refer to companies that, at the time of purchase, are within the range of capitalizations of companies in the Russell Midcap® Growth Index. Headquarters: One Pickwick Plaza, Greenwich, CT 06830 USA Website: www.interactivebrokers.com Interactive Brokers Canada Inc. Is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and Member - … The performance shown represents past performance and is not a guarantee of future results. Explore commentary and perspectives from AMG experts, Affiliates and fund managers. click OK below to leave the AMG Funds site and proceed to the selected The performance data shown represents past performance. This information: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Contrafund' VT T Rowe Price' Growth Stock 6,12 Harbor Capital Appreciation Victory Sycamore Est Value 1'2'12'14 Vantagepoint Aggressive Ops R7 1'2'12'14 vr AMG TimesSquare Mid cap Gr Carillon Eagle Mid Cap Gr Vantagepoint Md/Sm Co Idx R5 1'2'15. Current performance may be lower or higher than the performance data quoted. AMG TimesSquare Mid Cap Growth Z TMDIX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Click here to view Index Definitions. AMG Funds are distributed by AMG Distributors, Inc., a member of FINRA/SIPC. A short- and long-term review of the power of diversification. VT AMG TimesSquare Mid Cap Gr AMG TimesSquare Mid Cap Growth N 7463 VT Carillon Eagle Mid Cap Gr Carillon Eagle Mid Cap Growth R5 7616 VT LSV Small Cap Value LSV Small Cap Value Investor 7102 Vantagepoint Md/Sm Co Idx R1 VT III VP Mid/Small Company Index 7038 Vantagepoint Discovery R1 VT III Vantagepoint Discovery 7023 VT Invesco Oppenheimer Disc The subadvisor considers the term "mid-capitalization companies" to refer to companies that, at the time … Investment returns and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. The link you have selected is located on another web site. TimesSquare is a growth equity specialist. American Funds Fundamental Inv 6. You are now leaving the AMG Funds web site: AMG TimesSquare Small Cap Growth Fund - The investment seeks to achieve long-term capital appreciation. The performance data shown represents past performance. Objective . The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in common and preferred stocks of U.S. mid-capitalization companies. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. The underlying fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of mid-capitalization companies. The Ranking may reflect the waiver of all or a portion of the fund's fees. See our most recent investment, wealth management and planning ideas. AMG TimesSquare Mid Cap Growth Z (TMDIX) 20.46 +0.34 ( +1.69% ) USD | Dec 17 Quarterly performance (%) data as of 09/30/2020. Seeks to provide long-term capital appreciation by primarily investing in small cap companies around the globe. Without such waiver, the Rankings may have been lower. Senior Founding Partner, Managing Director and Portfolio Manager, Senior Founding Partner, Managing Director, Portfolio Manager | U.S. Equity Investment Team. Current performance may be lower or higher than the performance data quoted. The listed returns 11/30/2020, Rated against 701 Diversified Emerging Mkts funds as of Market Risk—Market prices of investments held by the Fund may fall rapidly or unpredictably due to a variety of economic or political factors, market conditions, disasters or public health issues, or in response to events that affect particular industries or companies. Some of the information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. by any advertiser on the site. VT AMG TimesSquare Mid Cap Gr 9.24%: 12.87%: 22.04%: 16.12%: 14.78%: N/A: 11.70%: Russell Midcap Growth Index a,b: 9.37%: 13.92%: 23.23%: 16.23%: 15.53%: 14.55%: N/A: … Reliance on in-depth, research-driven strategies has historically produced strong results across products and market cycles. For current performance, participants or plan sponsors in an ICMA-RC administered account can log in at www.icmarc.org, or institutions can go to www.vantagepointfunds.org. Seeks to provide long-term capital appreciation by primarily investing in international small cap companies. The TimesSquare portfolio management team uses a bottom-up, fundamental research-intensive approach to identify mid cap growth stocks that it believes have the greatest potential to achieve significant price appreciation over a 12- to 18-month horizon. Please see the Disclosure Memorandum for additional information about the Fund’s risks. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Top Ten Holdings: Mention of a specific security should not be considered a recommendation to buy or solicitation to sell that security. Access your AMG Funds account. They are a trusted partner to institutional investors globally, providing mutual fund and separate account management. The Fund invests its assets in the Carillon Eagle Mid Cap Growth Fund. the policies, activities, products or services offered on the site, or For additional information regarding the Fund, including a description of the principal risks, please consult the VantageTrust Funds Disclosure Memorandum, which is available when plan administration clients log in at www.icmarc.org, at www.vantagepointfunds.org for institutions, or upon request by calling 800-669-7400. The performance shown has been annualized for periods greater than one year. VT Cash Management Fidelity Money Market Govt Portfolio III 4.90% $213,259.02 VT ClearBridge Intl Value ClearBridge International Value I 0.10% $2,394.55 VT Contrafund‚® Fidelity … VT AMG TimesSquare Mid Cap GrC, D, II, M, O 7463 4.27% 15.28% 15.78% 8.52% - - 8.03% Dec 2013 1.53% 1.53% VT Harbor Mid Cap Growth C, D, II, M, O 7848 4.09% 24.25% 20.05% 9.06% 12.66% - 8.20% Jul 2008 1.41% 1.41% VT AMG TimesSquare Mid Cap Growth 2761 W. 120th Avenue, Suite 200, Westminster, CO 80234 Telephone: (303) 452-5986 • Toll Free: (800) 578-9896 • Facsimile: (303) 452-5989 (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) VT AMG TimesSquare Mid Cap Gr Mid-Cap Growth - Expense Ratio = 1.27% Columbia Acorn Z Mid-Cap Growth - Expense Ratio = 0.82%. The Russell Midcap® Growth Index measures the performance of the mid-cap growth segment of the U.S. equity universe. The investment return and the principal value of an investment will Seeks to provide long-term capital appreciation by primarily investing in small cap companies. © Copyright 2020 AMG Funds LLC. c. VT Vantagepoint Equity Income – Assets and contributions were moved to VT Invesco Diversified Dividend. Is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. Start a 14 … Sign up for independent thinking, blogs and product updates that matter most to you. There is no guarantee that the Fund will meet its investment objective and you can lose money. It includes those Russell Midcap® Index companies with higher price-to-book ratios and higher forecasted growth values. Current performance may be lower or higher than the performance data quoted. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. Future Holdings Risk: Any sectors, industries or securities discussed should not be perceived as investment recommendations. Data Sources: BoNY, FactSet, Bloomberg and ICE Data Analytics. The following underperforming funds were recommended for closure by ICMA: a. VT Vantagepoint Aggressive Ops – Assets and contributions to be moved to VT AMG TimesSquare Mid Cap Gr… The Fund invests in growth stocks, which may be more sensitive to market movements because their prices tend to reflect future investor expectations rather than just current profits. VT AMG TimesSquare Mid cap Gr C, D, Il, M o VT Carillon Eagle Mid cap Gr C, D, Il, Ill, M, P VT LSV Small cap Value C, D, Il , Ill, VT Vantagepoint Md/Sm Co Idx VT Vantagepoint Discovery C, D, Il, M, p VT Oppenheimer Discovery International/Global Stock o M, Il, p o M, o Fund Code 8535 7026 7463 7616 7102 7038 7023 8124 Fund Past performance is no guarantee of future results. Download or order product information and regulatory documents. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. Portfolio holdings and characteristics are subject to change at any time. Companies that are in similar businesses may be similarly affected by particular economic or market events; to the extent the Fund has substantial holdings within a particular sector, the risks associated with that sector increase. The Fund invests of its assets in the AMG TimesSquare MidCap Growth Fund. Read the latest news, media coverage and press releases from AMG Funds and our Fund Advisers, and view our upcoming events. 11/30/2020, Rated against 249 Muni National Interm funds as of Long-term capital appreciation. Seeks to provide long-term capital appreciation by investing primarily in small cap companies in emerging markets. Analyze the Fund AMG TimesSquare Mid Cap Growth Fund Class N having Symbol TMDPX for type mutual-funds and perform research on other mutual funds. In depth view into TMDIX (AMG TimesSquare Mid Cap Growth Z) including performance, dividend history, holdings and portfolio stats. For this and other information, please call 800.835.3879 or visit www.amgfunds.com for a free prospectus. Past performance is no guarantee of future results. Our managers seek to invest in companies with above-average growth potential, both emerging and more established companies that may be undiscovered or undervalued in the market. Unlike the Fund, indices are unmanaged, not available for investment and do not incur expenses. Learn about HRAUX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Unlike the Fund, the Index listed is unmanaged, is not available for investment and does not incur expenses. Year-to-Date. c. VT Harbor Mid Cap Growth – Assets and contributions moved to VT AMG TimesSquare Mid Cap Gr… VT Vantagepoint MP Lng-Trm Gr VT T Rowe Price Sm-Cap Value VT Invesco Diversified Div VT Vantagepoint Brd Mkt Idx VT PIMCO High Yield ... AMG TimesSquare Mid Cap Growth Premier -0.87 76 6.95 71 18.05 38 16.48 59 Benchmark 1: Russell Mid Cap Growth TR USD … The sector allocation chart represents sectors at least 5%. When Funds are marketed to institutional clients by our Defined Contribution Investment Only (DCIO) team, the Funds are offered by ICMA-RC Services, LLC (RC Services), an SEC registered broker-dealer and FINRA member firm. As the U.S. retail distribution arm of Affiliated Managers Group, Inc., the world's leading provider of boutique investment management expertise to institutional and individual investors, AMG Funds is your single point of access to more than 70 mutual funds and separately managed accounts from over 25 independent autonomous fund managers. Please see the underlying fund's prospectus for additional information. Discover and learn more about our advisers that manage a complementary selection of funds. Purchase or redeem shares. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. VantageTrust provides for the commingling of assets of certain trusts and plans as described in its Declaration of Trust, and is only available for investment by such eligible trusts and plans. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. VT AMG TimesSquare Mid Cap Gr ==> The Hartford MidCap Fund Class R5 HFMTX VT Carillon Eagle Mid Cap Gr ==> The Hartford MidCap Fund Class R5 HFMTX VT Vantagepoint Select Value ==> American Century Mid Cap Value Fund R6 Class AMDVX VT Victory Sycamore Est Value ==> American Century Mid Cap Value Fund R6 Class AMDVX The average is calculated and funds are assigned to a category by Morningstar. TimesSquare Mid Cap Growth Fund The Fund seeks to outperform the Russell Midcap ® Growth Index in a risk-controlled manner. Mid Blend Vantagepoint Md/Sm Co Idx R1 92210J572 $60 Vantagepoint Agg Opps R1 92210J549 $66,541 VT AMG TimesSquare Mid Cap Gr R1 TMDPX $21,561 VT Carillon Eagle Mid Cap Gr R1 HARSX $59,174 Small Value VT LSV Small Cap Value R1 LVAQX $0 Small Blend Vantagepoint Discovery R1 92210J481 $17,017 Small Growth VT Invesco Oppenheimer Discovery R1 ODIYX $0 Learn more about mutual funds at fidelity.com. Find the latest AMG TimesSquare Mid Cap Growth (TMDPX) stock quote, history, news and other vital information to help you with your stock trading and investing. Net Asset Value-0.18%. Fund performance is shown comparing it to a "benchmark" which may be a (i) broad-based securities market index (ii) a group of mutual funds with similar investment objectives, or (iii) a short term government backed debt obligation such as a U.S. Treasury Bill. All rights reserved. Eagle Asset Management, Inc. is the sub-adviser to the Carillon Eagle Mid Cap Growth Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser. For performance information through the most recent month end please call 800.835.3879. or data shown on this site, and while AMG Funds has no reason to doubt VT AMG TimesSquare Mid Cap Gr AMG TimesSquare Mid Cap Growth N 0.30% $11,208.18. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. It typically invests in common and preferred stocks of U.S. small-capitalization companies. The Fund seeks to outperform the Russell Midcap® Growth Index in a risk-controlled manner. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown. 1 Day +21.75%. The Fund is subject to risks associated with investments in mid-capitalization companies such as greater price volatility, lower trading volume, and less liquidity than the stocks of larger, more established companies. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. b. VT Vantagepoint Growth & Income – Assets and contributions moved to VT Parnassus Core Equity. The TimesSquare portfolio management team uses a bottom-up, fundamental research-intensive approach to identify mid cap growth stocks that it believes have the greatest potential to achieve significant price appreciation over a 12- to 18-month horizon. Explore the independent boutique investment firms that manage our broad array of mutual funds and SMAs. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. ... AMG Funds provides access to a wide array of separate account strategies managed by a number of Affiliated Managers Group’s boutique investment managers. a. The Fund typically invests in companies within the market cap range of the Russell Midcap® Index at time of purchase. AMG TimesSquare Mid Cap Growth Fund is an open-end fund incorporated in the USA. See risk data for AMG TimesSquare Mid Cap Growth Fund (TMDIX). The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Mid-cap growth. View your account balance and transaction history. View All Perspectives. The performance data shown represents past performance. For performance information through the most recent month end please call 800.835.3879 or visit our website at www.amgfunds.com. 11/30/2020, Bloomberg Barclays 10-Year Municipal Bond Index, By the Numbers – Insights to Inform Your Client Conversations, An Investment Built for Full Market Cycles, Charles River Laboratories International Inc, May be appropriate for investors looking to gain exposure to mid cap companies, TimesSquare leverages its wealth of experience investing in growing companies climbing the capitalization ladder, relying on bottom-up research to identify growth businesses with exceptional management, distinct, sustainable competitive advantages and consistent growth. Attracting and retaining skilled, passionate people in the investment management field is the key to our success. TimesSquare Mid Cap Growth Fund has an Equity Income Objective, seeking to achieve income and capital appreciation. The views expressed represent the opinions of AMG Funds LLC and are not intended as a forecast or guarantee of future results. TMDPX | A complete AMG TimesSquare Mid Cap Growth Fund;N mutual fund overview by MarketWatch. Fees are Below Average compared to funds in the same category. The Fund is an investment option of VantageTrust, a group trust established and maintained by VantageTrust Company, LLC, a wholly owned subsidiary of ICMA-RC. Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. AMG Funds has no control of the content As a forecast or guarantee of future results Fund ( TMDIX ) data quoted which may have been.. B. VT Vantagepoint Growth & Income – Assets and contributions were moved to VT AMG TimesSquare Mid Growth... Assets and contributions were moved to VT Parnassus Core Equity a short- and review. Personal circumstances and our Fund Advisers, LLC TimesSquare Mid Cap Growth Fund is an open-end incorporated. 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