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Morningstar

AMG Montrusco Bolton Large Cap Growth I MCGIX

Morningstar Medalist Rating
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%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 1:29 AM GMT+0

Morningstar’s Analysis MCGIX

Will MCGIX 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 MCGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MCGIX 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 MCGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MCGIX

More MCGIX Holdings
  • 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

Microsoft Corp

9.77
18,514,565
Technology

Apple Inc

9.50
17,990,620
Technology

Amgen Inc

6.21
11,767,314
Healthcare

Alphabet Inc Class A

5.53
10,481,782
Communication Services

Walmart Inc

5.11
9,687,108
Consumer Defensive

NVIDIA Corp

4.97
9,411,616
Technology

Amazon.com Inc

4.97
9,408,531
Consumer Cyclical

Mastercard Inc Class A

4.72
8,937,183
Financial Services

Workday Inc Class A

4.72
8,934,797
Technology

Adobe Inc

4.43
8,382,605
Technology