AMG Montrusco Bolton Large Cap Growth Fund Class N (MCGFX) Research

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.

Market snapshot

Symbol
MCGFX
Price
$11.53
Day change
+1.95%
Market cap
$429.1M
52-week range
9.36-14.6
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Durable Advantage Fund Retail Shares (BDAFX)
  • Virtus Vontobel Emerging Markets Opportunities Fund I (HIEMX)
  • Allspring Small Company Growth Admin (NVSCX)
  • State Street Institutional Small-Cap Equity Fund Investment Class (SIVIX)
  • State Street Institutional Small-Cap Equity Fund Service Class (SSQSX)
  • T. Rowe Price U.S. High Yield Fund Investor Class (TUHYX)
  • Value Line Capital Appreciation Fund, Inc. Investor Class (VALIX)
  • Invesco Municipal Trust (VKQ)

Open AMG Montrusco Bolton Large Cap Growth Fund Class N (MCGFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.