Aston Montag Caldwell Fund Quote

MCGFX Fund  USD 11.70  0.01  0.09%   

Performance

Very Weak

 
Weak
 
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Odds Of Distress

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Low
Aston Montag is trading at 11.70 as of the 21st of March 2025; that is 0.09 percent down since the beginning of the trading day. The fund's open price was 11.71. Aston Montag has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. Amg Managers is traded on NASDAQ Exchange in the United States. More on Aston Montag Caldwell

Moving together with Aston Mutual Fund

  0.85SSEIX Amg Southernsun EquityPairCorr
  0.85SSEFX Amg Southernsun EquityPairCorr
  0.83SSSFX Amg Southernsun SmallPairCorr
  0.83SSSIX Amg Southernsun SmallPairCorr
  0.83BRWIX Amg Managers BrandywinePairCorr

Moving against Aston Mutual Fund

  0.48MMCFX Amg Managers EmergingPairCorr

Aston Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Growth Funds, Large Growth, AMG Funds, Large Growth, Large Growth (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Aston Montag Caldwell [MCGFX] is traded in USA and was established 21st of March 2025. Aston Montag is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of AMG Funds family. This fund now has accumulated 205.57 M in assets with no minimum investment requirementsAston Montag Caldwell is currently producing year-to-date (YTD) return of 0.41%, while the total return for the last 3 years was 9.13%.
Check Aston Montag Probability Of Bankruptcy

Instrument Allocation

Top Aston Montag Caldwell Mutual Fund Constituents

UNHUnitedHealth Group IncorporatedStockHealth Care
MAMastercardStockFinancials
PYPLPayPal HoldingsStockFinancials
MNSTMonster Beverage CorpStockConsumer Staples
EWEdwards Lifesciences CorpStockHealth Care
ULTAUlta BeautyStockConsumer Discretionary
LOWLowes CompaniesStockConsumer Discretionary
ADBEAdobe Systems IncorporatedStockInformation Technology
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Aston Montag Caldwell Risk Profiles

Aston Montag Against Markets

Other Information on Investing in Aston Mutual Fund

Aston Montag financial ratios help investors to determine whether Aston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aston with respect to the benefits of owning Aston Montag security.
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