MCGIX : AMG Managers Montag & Caldwell Growth Fund Class I

MCGIX is a US Stocks Market Large Growth with MODERATE fees.

MCGIX

AMG Managers Montag & Caldwell Growth Fund Class I

FI Score

41 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

41% FI Score
  • mcgix
  • Mutual Fund
  • US Stocks
  • Large Growth

AMG Managers Montag & Caldwell Growth Fund Class I

Expenses: 0.98% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and, secondarily, current income. The fund invests primarily in common stocks, convertible preferred stocks, and convertible bonds. The subadviser uses a bottom-up approach to stock selection and seeks high quality, well-established, large-cap companies that the subadviser believes are growing their near-term earnings at an above average rate. The manager defines a large-cap company as one having a market capitalization of $5 billion or more at the time of acquisition. It may invest in foreign securities (directly and through depositary receipts).

Largest Holdings

Amount Holding
6.50% Microsoft Corp
5.01% Alphabet Inc A
4.76% Facebook Inc A
4.65% Apple Inc
4.27% Visa Inc Class A
4.15% UnitedHealth Group Inc
4.07% Abbott Laboratories
3.93% Salesforce.com Inc
3.91% Thermo Fisher Scientific Inc
3.47% PayPal Holdings Inc
3.37% Amazon.com Inc
3.37% Mondelez International Inc Class A
3.21% Fidelity National Information Services Inc
3.02% Starbucks Corp
2.99% Lowe's Companies Inc
2.82% Teleflex Inc
2.76% Fleetcor Technologies Inc
2.72% Ross Stores Inc
2.63% Activision Blizzard Inc
2.58% Amphenol Corp Class A
2.56% Air Products & Chemicals Inc
2.27% Becton, Dickinson and Co
2.15% S&P Global Inc
2.14% Nike Inc B
2.11% Mastercard Inc A

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