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AMG Montrusco Bolton Large Cap Growth I MCGIX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 11.87  /  0.08 %
  • Total Assets 205.1 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.22%
  • Turnover 68%

Morningstar’s Analysis MCGIX

Will MCGIX outperform in future?

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

AMG Montrusco Bolton Large Cap Growth I’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings MCGIX

  • Current Portfolio Date
  • Equity Holdings 26
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 59.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.77
18,514,565
Technology
9.50
17,990,620
Technology
6.21
11,767,314
Healthcare
5.53
10,481,782
Communication Services
5.11
9,687,108
Consumer Defensive
4.97
9,411,616
Technology
4.97
9,408,531
Consumer Cyclical
4.72
8,937,183
Financial Services
4.72
8,934,797
Technology
4.43
8,382,605
Technology