AMG Montrusco Bolton Large Cap Growth Fund (MCGFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MCGFX
MCGFX charges 0.91% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among MCGFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | MCGFX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | MCGFX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | MCGFX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | MCGFX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | MCGFX vs TILIX |
Best Risk-Adjusted Alternatives to MCGFX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 91 | Mar 6, 2020 | MCGFX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | MCGFX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | MCGFX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | MCGFX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | MCGFX vs BPTRX |
Top Performing MCGFX Alternatives (YTD)
MCGFX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.54% | Sep 28, 2018 | MCGFX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | MCGFX vs VTMGX | |
| ICON Equity Fund | 2.04% | Oct 17, 2002 | MCGFX vs IOLZX | |
| American Growth Fund Series One | 1.60% | Jul 31, 1958 | MCGFX vs AMRGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | MCGFX vs BBLIX |
Lowest Volatility Alternatives to MCGFX
MCGFX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 11.01% | Jan 10, 1991 | MCGFX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | MCGFX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | MCGFX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.61% | Jun 18, 2012 | MCGFX vs TVRIX | |
| Provident Trust Strategy Fund | 14.60% | Dec 30, 1986 | MCGFX vs PROVX |
Lowest Drawdown Alternatives to MCGFX
MCGFX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | MCGFX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | MCGFX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | MCGFX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | MCGFX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | MCGFX vs BBLIX |
Other Mutual Funds from AMG
Most popular AMG mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 11 | 5.65% | Jul 6, 1992 | MCGFX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 22 | 10.26% | May 1, 1997 | MCGFX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 39 | -0.71% | Apr 30, 1993 | MCGFX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -7.75% | Mar 4, 2005 | MCGFX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.94% | Aug 14, 1992 | MCGFX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -3.42% | Jun 28, 2005 | MCGFX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -2.77% | Sep 19, 1994 | MCGFX vs CHTTX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 49 | 4.75% | Oct 1, 2003 | MCGFX vs SSSFX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 78 | -0.80% | Dec 30, 1985 | MCGFX vs BRWIX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 12 | 4.20% | Apr 23, 1987 | MCGFX vs SKSEX |
Often Compared With MCGFX
What investors most often compare with MCGFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | MCGFX vs FXAIX |
Compare MCGFX with Any Fund or Stock
Compare MCGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.