Weakness in AMG Montrusco Bolton Large Cap Growth I's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 10.46 / 2.95 %
- Total Assets 211.0 Mil
Adj. Expense Ratio
- 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 0.25%
- Turnover 68%
Morningstar’s Analysis MCGIX
Will MCGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.