Skip to Content

AMG Managers Montag & Caldwell Growth I MCGIX

Rating as of
NAV / 1-Day Return
20.71  /  0.19 %
Total Assets
474.5 Mil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
High
Longest Manager Tenure
25.69 years
Category
US Fund Large Growth
Investment Style
Large Growth
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.00%
Turnover
20%
Premium

Morningstar’s Analysis

Will MCGIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

Dropping Coverage of AMG Managers Montag & Caldwell Growth and Montag & Caldwell Equity

Analyst Note

| |

Morningstar will cease qualitative research coverage of AMG Managers Montag & Caldwell Growth MCGFX and its separate-account version, Montag & Caldwell Equity, on or about July 5, 2020, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst Rating and this research will be removed. After that date, please discontinue using the research report or former research reports issued by Morningstar on this fund. We recommend users form their own views on this fund or obtain financial advice.

Unlock our full analysis with Morningstar Premium