Nasdaq - Delayed Quote USD

AMG Montrusco Bolton Large Cap Growth Fund (MCGIX)

13.11
-0.07
(-0.53%)
At close: 8:04:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.44%
5y Average Return 14.26%
Number of Years Up 21
Number of Years Down 7
Best 1Y Total Return (May 19, 2025) 34.41%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 34.41%
Worst 3Y Total Return 3.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MCGIX
Category
YTD
-5.23%
12.38%
1-Month
0.59%
5.09%
3-Month
-6.78%
10.28%
1-Year
5.34%
41.70%
3-Year
10.00%
22.56%
5-Year
12.78%
21.98%
10-Year
11.40%
15.99%
Last Bull Market
13.17%
25.99%
Last Bear Market
-21.06%
-17.29%

Annual Total Return (%) History

Year
MCGIX
Category
2025
--
--
2024
14.56%
--
2023
34.41%
--
2022
-26.71%
--
2021
25.72%
--
2020
32.09%
35.86%
2019
32.74%
31.90%
2018
-1.52%
-2.09%

2017
23.64%
27.67%
2016
-2.45%
3.23%
2015
6.08%
3.60%
2014
7.59%
10.00%
2013
27.59%
33.92%
2012
13.00%
15.34%
2011
3.37%
-2.46%
2010
8.55%
15.53%
2009
30.15%
35.68%
2008
-32.48%
-40.67%
2007
21.42%
13.35%
2006
8.37%
7.05%
2005
5.66%
6.71%
2004
4.39%
7.81%
2003
17.57%
28.66%
2002
-22.67%
-27.64%
2001
-13.11%
-22.30%
2000
-7.07%
-13.05%
1999
22.90%
38.87%
1998
32.26%
34.55%
1997
32.17%
26.36%
1996
--
19.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.78% -- -- --
2024 9.11% 3.87% 0.80% 0.28%
2023 12.86% 7.50% -2.03% 13.08%
2022 -8.66% -21.06% -2.95% 4.73%
2021 1.92% 11.93% 1.79% 8.27%
2020 -14.99% 25.08% 12.00% 10.92%
2019 14.17% 5.38% 1.72% 8.46%
2018 0.51% 3.43% 8.35% -12.57%
2017 6.51% 4.93% 4.39% 5.98%
2016 -0.95% -0.25% 1.01% -2.26%

2015 2.40% 1.27% -4.64% 7.26%
2014 -1.45% 4.87% -0.44% 4.56%
2013 10.19% 0.42% 4.11% 10.75%
2012 10.31% -1.97% 6.28% -1.67%
2011 4.09% 0.71% -10.12% 9.71%
2010 3.24% -12.47% 10.12% 9.08%
2009 -5.29% 14.99% 11.66% 7.02%
2008 -9.91% 3.76% -9.36% -20.31%
2007 0.46% 7.10% 9.36% 3.19%
2006 2.52% -2.16% 2.08% 5.84%
2005 -1.72% 1.19% 6.45% -0.19%
2004 1.80% 2.34% -4.46% 4.89%
2003 -0.53% 9.03% -0.47% 8.93%
2002 -0.04% -13.60% -13.99% 4.09%
2001 -15.53% 3.69% -9.92% 10.14%
2000 -2.77% -0.56% -8.45% 4.99%
1999 7.87% 1.80% -5.03% 17.84%
1998 13.20% 7.19% -14.24% 27.08%
1997 -0.55% 21.35% 9.35% 0.16%
1996 7.93% 6.83% -- --

Rank in Category (By Total Return)

YTD 22
1-Month 76
3-Month 8
1-Year 92
3-Year 87
5-Year 74

Load Adjusted Returns

1-Year 5.34%
3-Year 10.00%
5-Year 12.78%
10-Year 11.40%

Performance & Risk

YTD Return 4.44%
5y Average Return 14.26%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family AMG Funds
Net Assets 184.32M
YTD Return -5.23%
Yield 0.00%
Morningstar Rating
Inception Date Nov 02, 1994

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 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.

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