AMG Montrusco Bolton Large Cap Growth Fund Class N
MCGFX
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- AMG Montrusco Bolton Large Cap Growth Fund Class N (MCGFX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities of large capitalization growth companies, primarily common stocks and convertible securities of U.S. issuers; the portfolio emphasizes high-quality large-cap growth stocks such as Apple Inc., NVIDIA Corp., Microsoft Corp., Amazon.com Inc., and Alphabet Inc., which comprise a significant portion of holdings. The fund operates within the large growth category, targeting institutional and retail investors seeking exposure to U.S. equities with secondary current income potential; it maintains a net expense ratio of approximately 0.91% and a minimum initial investment of $2,000. Domiciled in the United States with total net assets of around $210 million, the fund is subadvised by Montrusco Bolton Investments Inc., a Canadian independent asset management firm founded with roots in 1946, headquartered in Montreal, Quebec, and managing over CAD 17.6 billion in assets across Canadian fixed income, equities, U.S. equities, global equities, and alternative solutions. In March 2021, the fund underwent a major subadviser change as Montrusco Bolton Investments Inc. replaced the prior subadviser, leading to a name change from AMG Managers Montag & Caldwell Growth Fund to its current designation and integration onto Affiliated Managers Group Inc.'s (AMG) U.S. wealth platform. Portfolio management transitioned to Jean David Meloche, Head of Global Equities at Montrusco Bolton since 2021, and Robert Hiscock, Assistant Portfolio Manager since March 2024. No significant acquisitions, funding rounds, new product launches, or operational reorganizations have been reported in the last 1-2 years; the fund continues to focus on its core large-cap U.S. growth strategy with a turnover rate of 57%.