Amg Managers Montag Fund Quote

MCGIX Fund  USD 14.04  0.11  0.78%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 21

 
High
 
Low
Low
Amg Managers is trading at 14.04 as of the 1st of December 2024; that is 0.78 percent down since the beginning of the trading day. The fund's open price was 14.15. Amg Managers has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Amg Managers Montag are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of June 2024 and ending today, the 1st of December 2024. 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. It primarily invests in equity securities. The fund may continue to hold securities of a portfolio company that subsequently drops below or appreciates above the large-capitalization threshold. More on Amg Managers Montag

Moving together with Amg Mutual Fund

  0.76SSEIX Amg Southernsun EquityPairCorr
  0.76SSEFX Amg Southernsun EquityPairCorr
  0.88FQUAX Amg Fq LongPairCorr
  0.73SSSFX Amg Southernsun SmallPairCorr
  0.73SSSIX Amg Southernsun SmallPairCorr

Moving against Amg Mutual Fund

  0.37GWMTX Amg Gwk MunicipalPairCorr
  0.37GWMIX Amg Gwk MunicipalPairCorr

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Growth Funds, Large Growth, AMG Funds, Large Growth, Large Growth (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Amg Managers Montag [MCGIX] is traded in USA and was established 1st of December 2024. Amg Managers 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 minimum initial investment of 100 K. Amg Managers Montag is currently producing year-to-date (YTD) return of 16.39% with the current yeild of 0.0%, while the total return for the last 3 years was 4.95%.
Check Amg Managers Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Amg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Amg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Amg Managers Montag Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Amg Managers Montag Mutual Fund Constituents

EWEdwards Lifesciences CorpStockHealth Care
SHWSherwin Williams CoStockMaterials
TMOThermo Fisher ScientificStockHealth Care
ICEIntercontinental ExchangeStockFinancials
AAPLApple IncStockInformation Technology
FIVEFive BelowStockConsumer Discretionary
SBUXStarbucksStockConsumer Discretionary
ABTAbbott LaboratoriesStockHealth Care
More Details

Amg Managers Montag Risk Profiles

Amg Managers Against Markets

Other Information on Investing in Amg Mutual Fund

Amg Managers financial ratios help investors to determine whether Amg 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 Amg with respect to the benefits of owning Amg Managers security.
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