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Amg Montrusco Bolton Large Cap Growth Fund Class N: (MF: MCGFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:59 PM ET

$9.81 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.94 47
3 months 4.74 52
6 months 8.08 61
1 Year 23.66 10
3 Year 21.21 14
5 Year 11.59 53
10 Year 14.14 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 79.16
Bear Market (10/07 - 2/09) -42.38
Bull Market (2/09 - 3/21) 845.18

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.19
5 Year 10.35
10 Year 12.98
Since Inception 10.47

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.04 16.52 6.04 0.08
2024 9.00 3.89 0.75 0.21
2023 12.85 7.49 -2.17 13.05
2022 -8.64 -21.14 -2.92 4.62
2021 1.88 11.92 1.69 8.23

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9416.1914.3434.17-26.8325.5031.8433.15-1.7423.34-2.64
% Total Return Rel to Index 1.78-2.02-10.677.92-8.62-3.1713.441.662.651.55-14.57
% Total Return Rel to Peer 0.321.13-1.4918.89-16.041.1623.647.515.825.93-13.96
% Perf Quintile vs Peer* 3.003.000.001.005.003.001.001.001.001.005.00
% Dividends 0.000.000.000.030.000.000.000.000.000.000.04
% Yield 0.000.000.000.000.030.000.000.000.000.000.19
Capital Gains ($) 0.004.321.250.390.9910.783.541.693.891.931.94
Expense Ratio 0.000.910.910.920.911.071.161.161.151.151.12

* 1 = Top 20%, 5 = Bottom 20%