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Amg Montrusco Bolton Large Cap Growth Fund Class N: (MF: MCGFX)
(NASDAQ Mutual Funds) As of Aug 14, 2025 08:00 PM ET
$13.95 USD
+0.04 (0.29%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.47 | 11 |
| 3 months | 16.52 | 1 |
| 6 months | 9.47 | 11 |
| 1 Year | 10.53 | 75 |
| 3 Year | 19.49 | 12 |
| 5 Year | 13.87 | 50 |
| 10 Year | 12.55 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 79.16 |
| Bear Market (10/07 - 2/09) | -42.38 |
| Bull Market (2/09 - 3/21) | 762.68 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 10.53 |
| 5 Year | 13.87 |
| 10 Year | 12.55 |
| Since Inception | 10.43 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.04 | 16.52 | NA | NA |
| 2024 | 9.00 | 3.89 | 0.75 | 0.21 |
| 2023 | 12.85 | 7.49 | -2.17 | 13.05 |
| 2022 | -8.64 | -21.14 | -2.92 | 4.62 |
| 2021 | 1.88 | 11.92 | 1.69 | 8.23 |
| 2020 | -14.99 | 24.95 | 12.00 | 10.83 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.47 | 14.34 | 34.17 | -26.83 | 25.50 | 31.84 | 33.15 | -1.74 | 23.34 | -2.64 | 5.74 |
| % Total Return Rel to Index | 3.27 | -10.67 | 7.92 | -8.62 | -3.17 | 13.44 | 1.66 | 2.65 | 1.55 | -14.57 | 4.35 |
| % Total Return Rel to Peer | 3.22 | -1.49 | 18.89 | -16.04 | 1.16 | 23.64 | 7.51 | 5.82 | 5.93 | -13.96 | 8.96 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.08 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 | 0.28 |
| Capital Gains ($) | 0.00 | 1.25 | 0.39 | 0.99 | 10.78 | 3.54 | 1.69 | 3.89 | 1.93 | 1.94 | 6.75 |
| Expense Ratio | 0.00 | 0.91 | 0.92 | 0.91 | 1.07 | 1.16 | 1.16 | 1.15 | 1.15 | 1.12 | 1.05 |
* 1 = Top 20%, 5 = Bottom 20%