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AMG Montrusco Bolton Large Cap Growth N MCGFX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 12.68  /  +1.28 %
  • Total Assets 216.4 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.25%
  • Turnover 77%

USD | NAV as of Apr 12, 2024 | 1-Day Return as of Apr 12, 2024, 12:20 AM GMT+0

Morningstar’s Analysis MCGFX

Will MCGFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

AMG Montrusco Bolton Large Cap Growth N earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings MCGFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 65.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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