AMG Montrusco Bolton Large Cap Growth Fund (MCGFX)
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. It primarily invests in equity securities. The fund may continue to hold securities of a portfolio company that subsequently drops below or appreciates above the large-capitalization threshold. It is non-diversified.
Fund Info
US00171A5974
00171A597
Nov 2, 1994
$2,000
Large-Cap
Growth
Expense Ratio
MCGFX has an expense ratio of 0.91%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
AMG Montrusco Bolton Large Cap Growth Fund (MCGFX) returned 2.78% year-to-date (YTD) and 9.03% over the past 12 months. Over the past 10 years, MCGFX delivered an annualized return of 11.78%, outperforming the S&P 500 benchmark at 10.85%.
MCGFX
2.78%
8.54%
0.99%
9.03%
13.21%
12.90%
11.78%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of MCGFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.63% | -1.21% | -6.27% | 0.61% | 8.54% | 2.78% | |||||||
| 2024 | 2.04% | 6.41% | 0.39% | -5.53% | 5.12% | 4.63% | -1.73% | 2.60% | -0.07% | -1.94% | 4.02% | -1.74% | 14.37% |
| 2023 | 7.69% | -2.45% | 7.43% | 0.10% | 0.97% | 6.36% | 3.53% | -1.05% | -4.51% | -2.04% | 9.64% | 5.25% | 34.17% |
| 2022 | -6.32% | -4.34% | 1.95% | -12.08% | -1.27% | -9.16% | 12.60% | -4.92% | -9.32% | 3.84% | 6.70% | -5.85% | -27.05% |
| 2021 | -2.62% | 1.96% | 2.30% | 8.21% | -0.91% | 4.38% | 3.45% | 2.85% | -4.42% | 5.05% | -0.29% | 3.87% | 25.78% |
| 2020 | 1.55% | -7.54% | -9.47% | 14.43% | 6.99% | 2.06% | 7.41% | 8.31% | -3.73% | -3.20% | 10.51% | 3.65% | 31.91% |
| 2019 | 7.15% | 2.91% | 3.54% | 3.64% | -4.29% | 6.14% | 2.70% | -0.79% | -0.21% | 2.87% | 2.69% | 2.70% | 32.61% |
| 2018 | 6.36% | -2.73% | -2.95% | 0.71% | 1.71% | 0.94% | 3.43% | 3.08% | 1.61% | -7.11% | 2.10% | -7.63% | -1.47% |
| 2017 | 2.00% | 3.19% | 1.09% | 2.90% | 2.35% | -0.41% | 2.41% | 1.20% | 0.64% | 1.97% | 3.56% | 0.35% | 23.36% |
| 2016 | -3.86% | -1.40% | 4.49% | -1.62% | 1.64% | -0.35% | 3.35% | -1.72% | -0.60% | -1.71% | -0.77% | 0.19% | -2.62% |
| 2015 | -1.70% | 4.71% | -0.58% | -1.47% | 2.79% | -0.08% | 4.66% | -6.50% | -2.65% | 6.90% | -0.34% | 0.43% | 5.55% |
| 2014 | -3.51% | 3.86% | -1.70% | 0.40% | 3.69% | 0.66% | -1.72% | 2.17% | -0.92% | 2.14% | 2.53% | -0.28% | 7.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MCGFX is 29, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AMG Montrusco Bolton Large Cap Growth Fund (MCGFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
AMG Montrusco Bolton Large Cap Growth Fund provided a 10.00% dividend yield over the last twelve months, with an annual payout of $1.26 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.26 | $1.26 | $0.43 | $1.00 | $10.79 | $3.54 | $1.70 | $3.90 | $1.94 | $1.98 | $6.83 | $5.05 |
Dividend yield | 10.00% | 10.28% | 3.66% | 10.96% | 78.35% | 16.87% | 9.08% | 25.33% | 9.88% | 11.33% | 34.22% | 19.98% |
Monthly Dividends
The table displays the monthly dividend distributions for AMG Montrusco Bolton Large Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.26 | $1.26 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 | $1.00 |
| 2021 | $0.00 | $0.00 | $7.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.79 | $10.79 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.54 | $3.54 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.70 | $1.70 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.90 | $3.90 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 | $1.94 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.98 | $1.98 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.83 | $6.83 |
| 2014 | $5.05 | $5.05 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the AMG Montrusco Bolton Large Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AMG Montrusco Bolton Large Cap Growth Fund was 47.42%, occurring on Mar 9, 2009. Recovery took 762 trading sessions.
The current AMG Montrusco Bolton Large Cap Growth Fund drawdown is 2.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.42% | Nov 7, 2007 | 334 | Mar 9, 2009 | 762 | Mar 15, 2012 | 1096 |
| -43.4% | Jan 18, 2000 | 627 | Jul 23, 2002 | 1304 | Oct 1, 2007 | 1931 |
| -31.79% | Dec 30, 2021 | 214 | Nov 3, 2022 | 305 | Jan 24, 2024 | 519 |
| -31.59% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -23.35% | Jul 20, 1998 | 59 | Oct 8, 1998 | 53 | Dec 22, 1998 | 112 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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