AMG Montrusco Bolton Large Cap Growth Fund - Class N
MCGFX
NASDAQ
| Weiss Ratings | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | AMG Funds | |||
| Manager/Tenure (Years) | Jean David Meloche (4), Robert Hiscock (1) | |||
| Website | http://www.amgfunds.com | |||
| Fund Information | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | AMG Montrusco Bolton Large Cap Growth Fund - Class N | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 02, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.66% | |||
| Asset Allocation | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.47% | |||
| Stock | 99.54% | |||
| U.S. Stock | 97.48% | |||
| Non-U.S. Stock | 2.06% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.28% | |||
| 30-Day Total Return | 5.18% | |||
| 60-Day Total Return | 7.70% | |||
| 90-Day Total Return | 4.13% | |||
| Year to Date Total Return | 2.77% | |||
| 1-Year Total Return | 8.57% | |||
| 2-Year Total Return | 35.11% | |||
| 3-Year Total Return | 42.09% | |||
| 5-Year Total Return | 81.79% | |||
| Price | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.63 | |||
| 1-Month Low NAV | $11.85 | |||
| 1-Month High NAV | $12.77 | |||
| 52-Week Low NAV | $10.21 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.22 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.94 | |||
| Standard Deviation | 18.40 | |||
| Balance Sheet | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 197.77M | |||
| Operating Ratios | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.91% | |||
| Turnover Ratio | 83.00% | |||
| Performance | MCGFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.03% | |||
| Last Bear Market Total Return | -21.14% | |||