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MCGFX
Mutual Fund ticker: NASDAQ
AS OF
Nov 20 closing price
Price
$13.63
Change
-$0.26 (-1.87%)
Net Assets
195.26M

MCGFX AMG Montrusco Bolton Large Cap Growth N Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Adobe (NASDAQ:ADBE), Workday (NASDAQ:WDAY), lululemon athletica (NASDAQ:LULU), Five Below (NASDAQ:FIVE).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It primarily invests in common stock and preferred stock of U.S. companies. It is non-diversified.

Market Cap

The average market capitalization across the AMG Montrusco Bolton Large Cap Growth N MF is 1.94T. The market cap for tickers in the group ranges from 8.55B to 4.35T. NVDA holds the highest valuation in this group at 4.35T. The lowest valued company is FIVE at 8.55B.

Volume

The average weekly volume growth across all stocks in the AMG Montrusco Bolton Large Cap Growth N MF was 43%. For the same stocks of the MF, the average monthly volume growth was 79% and the average quarterly volume growth was 42%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 49
Price Growth Rating: 44
SMR Rating: 31
Profit Risk Rating: 55
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
AMG Funds IV600 Steamboat Road, Suite 300Greenwhich
Phone
N/A
Web
www.amgfunds.com
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MCGFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MCGFX has been closely correlated with GFAFX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if MCGFX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MCGFX
1D Price
Change %
MCGFX100%
N/A
GFAFX - MCGFX
85%
Closely correlated
+0.78%
GFACX - MCGFX
85%
Closely correlated
+0.76%
FAFGX - MCGFX
75%
Closely correlated
+0.77%
FFAFX - MCGFX
75%
Closely correlated
+0.77%
RGAHX - MCGFX
75%
Closely correlated
+0.77%
More