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AMG Montrusco Bolton Large Cap Growth I MCGIX

Quantitative rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 10.19  /  1.07 %
  • Total Assets 211.3 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.23%
  • Turnover 68%

Morningstar’s Analysis MCGIX

Will MCGIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in AMG Montrusco Bolton Large Cap Growth I's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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