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AMG Montrusco Bolton Large Cap Growth Fund (MCGFX)

12.42
-0.12
(-0.96%)
At close: 8:04:21 PM EDT
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  • Previous Close 12.54
  • YTD Return -5.31%
  • Expense Ratio 0.91%
  • Category Large Growth
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 184.32M
  • Beta (5Y Monthly) 1.04
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 83.00%
  • Last Dividend 0.03
  • Inception Date Nov 2, 1994

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

184.32M

Net Assets

1994-11-02

Inception Date

More about AMG Montrusco Bolton Large Cap Growth Fund

Performance Overview: MCGFX

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Trailing returns as of 5/22/2025. Category is Large Growth.

YTD Return

MCGFX
5.31%
Category
12.38%
 

1-Year Return

MCGFX
5.15%
Category
41.70%
 

3-Year Return

MCGFX
9.79%
Category
22.56%
 

5-Year Return

MCGFX
12.58%
Category
21.98%
 

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Holdings: MCGFX

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Sector Weightings

SectorMCGFX
Technology   42.41%
Communication Services   14.75%
Consumer Cyclical   13.77%
Financial Services   13.11%
Healthcare   6.47%
Consumer Defensive   3.98%
Industrials   2.22%
Real Estate   1.16%
Energy   1.09%
Basic Materials   1.05%
Utilities   0.00%
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Recent News: MCGFX

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Research Reports: MCGFX

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