Amg Montrusco Bolton Large Cap Growth Fund Class N: (MF: MCGFX)
(NASDAQ Mutual Funds) As of Jul 24, 2024 08:00 PM ET
$12.92 USD
-0.36 (-2.71%)
Fund Description
The fund was incepted in November 1994 and is managed by Montag & Caldwell, Inc. The fund seeks long-term capital appreciation and, secondarily, current income, by investing primarily in common stocks and convertible securities. The fund invests primarily in common stocks and convertible securities. The fund manager uses a bottom-up approach to stock selection and seeks high quality, well-established large-cap companies that have a strong history of earnings growth, have a sustainable competitive advantage and have the potential to outperform during market downturns. The fund pays dividends and capital gains at different intervals.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
AMG Montrusco Bolton LC Growth N | MCGFX | NA | NA | 0.00 | 0.16 | 0.48 | 0.91 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Aston/Montag & Caldwell Gr I | MCGIX | 13.99 | 7/31/1996 | 0.00 | 25.54 | 7.15 | 15.49 |
Aston/Montag & Caldwell Gr N | MCGFX | 12.92 | 11/1/1994 | 0.00 | 25.25 | 6.96 | 15.30 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
AMG Montrusco Bolton LC Growth N | MCGFX | 2000 | 100 | 1000 | A |
Contact Information
Family | AMG Funds |
Address | 600 Steamboat Rd. #300 Greenwich, CT 06830 |
Phone | 800 368-4410 |