Aston Montag Caldwell Fund Quote
| MCGFX Fund | USD 12.32 0.09 0.74% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Aston Montag is trading at 12.32 as of the 18th of January 2025; that is 0.74 percent up since the beginning of the trading day. The fund's open price was 12.23. 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 19th of December 2024 and ending today, the 18th of January 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. 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 Aston Montag Caldwell
Moving together with Aston Mutual Fund
Aston Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Growth Funds, Large Growth, AMG Funds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Aston Montag Caldwell [MCGFX] is traded in USA and was established 18th of January 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 1.88%, while the total return for the last 3 years was 5.11%.
Check Aston Montag 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 Aston 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 Aston 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 Aston Montag Caldwell 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 Aston Montag Caldwell Mutual Fund Constituents
| ADI | Analog Devices | Stock | Information Technology | |
| ROST | Ross Stores | Stock | Consumer Discretionary | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
Aston Montag Caldwell Risk Profiles
| Mean Deviation | 0.8428 | |||
| Standard Deviation | 1.45 | |||
| Variance | 2.1 | |||
| Risk Adjusted Performance | (0.07) |
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.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |