AMG Montrusco Bolton Large Cap Growth N (MCGFX)
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AMG Montrusco Bolton Large Cap Growth N
Greenwhich, CT 06830
600 Steamboat Road, Suite 300
AMG Funds IV
Management Information
,Lead Manager since February 29, 2024
Robert Hiscock is Assistant Portfolio Manager, Global Equities at Montrusco Bolton Investments Inc. He joined Montrusco Bolton in 2015 as an analyst. Prior to joining the firm, Robert worked as a senior analyst modeling credit risk at National Bank and as an economic consultant for Analysis Group. In addition to earning a Bachelor of Engineering Physics from Queen’s University, he has obtained a Master of Economics from McGill University and holds the Chartered Financial Analyst designation (CFA).
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Morningstar Category
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Fund Overview
CategoryLarge Growth
Fund FamilyAMG Funds
Net Assets221.12M
YTD Return9.01%
Yield0.25%
Morningstar Rating★★★
Inception DateJun 27, 1996
Fund Operations
Last Dividend0.03
Last Cap Gain13.00
Holdings Turnover77.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMCGFXCategory Average
Annual Report Expense Ratio (net)0.73%0.99%
Prospectus Net Expense Ratio0.73%N/A
Prospectus Gross Expense Ratio0.79%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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