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Amg Montrusco Bolton Large Cap Growth Fund Class I: (MF: MCGIX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$12.34 USD
+0.20 (1.65%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in November 1994 and is managed by Montag & Caldwell, Inc. The fund seeks long-term capital appreciation and, secondarily, current income, by investing primarily in common stocks and convertible securities. The fund invests primarily in common stocks and convertible securities. The fund manager uses a bottom-up approach to stock selection and seeks high quality, well-established large-cap companies that have a strong history of earnings growth, have a sustainable competitive advantage and have the potential to outperform during market downturns. The fund pays dividends and capital gains at different intervals.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| AMG Montrusco Bolton LC Growth I | MCGIX | NA | NA | 0.00 | 0.00 | 0.48 | 0.73 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Aston/Montag & Caldwell Gr I | MCGIX | 12.34 | 7/31/1996 | 0.00 | -1.24 | 5.13 | 15.69 |
| Aston/Montag & Caldwell Gr N | MCGFX | 11.17 | 11/1/1994 | 0.00 | -1.44 | 4.90 | 15.47 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| AMG Montrusco Bolton LC Growth I | MCGIX | 100000 | 100 | 25000 | A |
Contact Information
| Family | AMG Funds |
| Address | 600 Steamboat Rd. #300 Greenwich, CT 06830 |
| Phone | 800 368-4410 |