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AMG Montrusco Bolton Large Cap Growth Fund (MCGFX)
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13.13 - YTD Return 8.24%
- Expense Ratio 0.91%
- Category Large Growth
- Last Cap Gain 13.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 214.09M
- Beta (5Y Monthly) 1.07
- Yield 0.25%
- 5y Average Return --
- Holdings Turnover 77.00%
- Last Dividend 0.03
- Inception Date Jun 28, 1996
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. It primarily invests in equity securities. The fund may continue to hold securities of a portfolio company that subsequently drops below or appreciates above the large-capitalization threshold. It is non-diversified.
AMG Funds
Fund Family
Large Growth
Fund Category
214.09M
Net Assets
1996-06-28
Inception Date
Performance Overview: MCGFX
Trailing returns as of 6/11/2024. Category is Large Growth.
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Holdings: MCGFX
Top 10 Holdings (65.95% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMCGFX
Technology 46.98%
Consumer Cyclical 17.09%
Communication Services 13.54%
Healthcare 7.52%
Financial Services 5.29%
Industrials 2.83%
Consumer Defensive 2.57%
Energy 1.75%
Basic Materials 1.36%
Real Estate 1.07%
Utilities 0.00%
Recent News: MCGFX
Research Reports: MCGFX
Top Mutual Funds
FELAX Fidelity Advisor Semiconductors A
90.46
+3.08%
FELIX Fidelity Advisor Semiconductors I
97.88
+3.07%
FIKGX Fidelity Advisor Semiconductors Z
98.10
+3.07%
FELCX Fidelity Advisor Semiconductors C
72.28
+3.07%
FELTX Fidelity Advisor Semiconductors M
84.42
+3.06%
FSELX Fidelity Select Semiconductors
36.02
+3.06%
RYELX Rydex Electronics A
434.14
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RYSIX Rydex Electronics Inv
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RYSAX Rydex Electronics H
420.65
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RYSCX Rydex Electronics C
367.14
+2.80%
RYVLX Rydex NASDAQ-100 2x Strategy A
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RYVYX Rydex NASDAQ-100 2x Strategy H
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RYCCX Rydex NASDAQ-100 2x Strategy C
379.78
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UOPSX ProFunds UltraNASDAQ-100 Fund
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UOPIX ProFunds UltraNASDAQ-100 Fund
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UMPSX ProFunds UltraMid Cap Fund
48.52
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BGSIX BlackRock Technology Opportunities Fund
70.52
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BGSCX BlackRock Technology Opportunities Fund
50.57
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BGSRX BlackRock Technology Opportunities Fund
63.85
+2.55%
FSHOX Fidelity Select Construction & Housing
114.89
+2.55%
BTEKX BlackRock Technology Opportunities K
70.71
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BSTSX BlackRock Technology Opportunities Svc
65.50
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BGSAX BlackRock Technology Opportunities Fund
63.90
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FIKHX Fidelity Advisor Technology Z
134.76
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FTHCX Fidelity Advisor Technology C
87.32
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FADTX Fidelity Advisor Technology A
119.29
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FATIX Fidelity Advisor Technology Fund
134.72
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FATEX Fidelity Advisor Technology Fund
108.36
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FSPTX Fidelity Select Technology
35.61
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BNSCX UBS US Small Cap Growth A
17.60
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BIPIX ProFunds Biotechnology UltraSector Fund
64.29
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FTRNX Fidelity Trend
186.49
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BIPSX ProFunds Biotechnology UltraSector Fund
40.42
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FNORX Fidelity Nordic
72.32
+2.15%
DNSMX Driehaus Small Cap Growth Institutional
22.14
+2.12%
DVSMX Driehaus Small Cap Growth Investor
21.69
+2.12%
NRGSX Neuberger Berman Genesis Fund
63.47
+2.09%
NBGIX Neuberger Berman Genesis Instl
63.50
+2.09%
NBGEX Neuberger Berman Genesis Tr
63.06
+2.09%
NRGEX Neuberger Berman Genesis Fund
63.65
+2.09%
NBGAX Neuberger Berman Genesis Adv
61.84
+2.08%
NBGNX Neuberger Berman Genesis Inv
63.33
+2.08%
NESIX Needham Small Cap Growth Institutional
19.70
+2.07%
CTYRX Columbia Global Technology Growth Adv
88.56
+2.06%
NEFJX Natixis Vaughan Nelson Small Cap Value A
19.32
+2.06%
CMTFX Columbia Global Technology Growth Inst
87.21
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CGTUX Columbia Global Technology Growth Inst3
89.81
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CTHCX Columbia Global Technology Growth C
70.48
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CTHRX Columbia Global Technology Growth Inst2
89.38
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CTCAX Columbia Global Technology Growth A
82.54
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NESGX Needham Small Cap Growth Retail
18.52
+2.04%
NEJYX Natixis Vaughan Nelson Small Cap Value Y
20.60
+2.03%
VSCNX Natixis Vaughan Nelson Small Cap Value N
20.63
+2.03%
PFSLX Paradigm Select Fund
76.58
+1.98%
BUIOX Buffalo Early Stage Growth Instl
15.97
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CSGYX Columbia Small Cap Growth Inst3
26.41
+1.97%
CMSCX Columbia Small Cap Growth Inst
25.45
+1.96%
GSXAX abrdn US Small Cap Equity A
31.82
+1.95%
TCMSX Voya Small Cap Growth I
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+1.95%
VLNPX Voya Small Cap Growth R6
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GSXIX abrdn US Small Cap Equity Inst Svc
35.54
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CGOCX Columbia Small Cap Growth C
16.22
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23.10
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35.75
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22.16
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CHHRX Columbia Small Cap Growth Adv
27.44
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TIQIX Touchstone Non-US ESG Equity Y
26.92
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BUFOX Buffalo Early Stage Growth Fd
15.84
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TROCX Touchstone Non-US ESG Equity I
26.95
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CSCRX Columbia Small Cap Growth Inst2
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FCIWX MainStay PineStone International Eq R6
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DADGX Dunham Small Cap Growth A
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PWJBX PGIM Jennison International Opps R2
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PWJQX PGIM Jennison International Opps R6
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