AMG Montrusco Bolton Large Cap Growth Fund (MCGFX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MCGFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MCGFX
MCGFX charges 0.91% annually. There are 250 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MCGFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | MCGFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MCGFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MCGFX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | MCGFX vs VIGAX |
Best Risk-Adjusted Alternatives to MCGFX
MCGFX has a PortfoliosLab risk / return rank of 2. There are 404 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | MCGFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | MCGFX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | MCGFX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | MCGFX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | MCGFX vs CHASX |
Top Performing MCGFX Alternatives (YTD)
MCGFX is at 17.27% YTD. There are 25 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | MCGFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | MCGFX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | MCGFX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | MCGFX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | MCGFX vs FUMIX |
Lowest Volatility Alternatives to MCGFX
MCGFX has 36.45% 1-year volatility. There are 416 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | MCGFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | MCGFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | MCGFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | MCGFX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | MCGFX vs BLUEX |
Lowest Drawdown Alternatives to MCGFX
MCGFX has a 1-year max drawdown of -35.89%. There are 417 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MCGFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MCGFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MCGFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MCGFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MCGFX vs DNVYX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 82 | 12.92% | — | Jul 1992 | MCGFX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 84 | 20.67% | — | May 1997 | MCGFX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 20 | 0.50% | — | Apr 1993 | MCGFX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 17 | 19.16% | — | Jan 2017 | MCGFX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 6 | 4.72% | — | Mar 2007 | MCGFX vs ARSMX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 4.95% | — | Mar 2005 | MCGFX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 3 | 5.09% | — | Jun 2005 | MCGFX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -3.05% | — | Aug 1992 | MCGFX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 44 | 25.34% | — | Apr 1987 | MCGFX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 57 | 12.33% | — | Dec 1985 | MCGFX vs BRWIX |
Often Compared With MCGFX
Investors most often compare MCGFX with TVRIX, CHTTX, FXAIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MCGFX with Any Fund or Stock
Compare MCGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MCGFX with funds that move differently
AMG Montrusco Bolton Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MCGFX.
Explore MCGFX Diversifiers