- What does MCGFX invest in?
- Typically, this fund directs a minimum of 80% of its investable capital—which includes both its net assets and any funds acquired through borrowing—into the equity securities of large-capitalization companies. While its primary allocation is to stocks, the fund maintains discretion to keep holdings in a company even if its market capitalization later falls below or rises above the designated large-cap threshold. This investment vehicle operates as a non-diversified portfolio.
- What is the expense ratio of MCGFX?
- AMG Montrusco Bolton Large Cap Growth Fund Class N (MCGFX) charges an expense ratio of 0.90%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is MCGFX?
- AMG Montrusco Bolton Large Cap Growth Fund Class N (MCGFX) manages $430.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is MCGFX actively managed or an index fund?
- MCGFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was MCGFX launched?
- AMG Montrusco Bolton Large Cap Growth Fund Class N (MCGFX) launched in November 1994 and is managed by the fund issuer.
- How has MCGFX performed?
- MCGFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
