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Morningstar

AMG Montrusco Bolton Large Cap Growth N MCGFX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 12.18  /  −0.57 %
  • Total Assets 210.2 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 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:17 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MCGFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MCGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MCGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MCGFX

More MCGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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