Amg Managers Montag Fund Quote
| MCGIX Fund | USD 14.15 0.09 0.64% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Amg Managers is trading at 14.15 as of the 27th of November 2024; that is 0.64 percent up since the beginning of the trading day. The fund's open price was 14.06. Amg Managers has about a 20 % 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 28th of October 2024 and ending today, the 27th of November 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
| 0.75 | SSEIX | Amg Southernsun Equity | PairCorr |
| 0.74 | SSEFX | Amg Southernsun Equity | PairCorr |
| 0.86 | FQUAX | Amg Fq Long | PairCorr |
| 0.71 | SSSFX | Amg Southernsun Small | PairCorr |
| 0.71 | SSSIX | Amg Southernsun Small | PairCorr |
Moving against Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Growth Funds, Large Growth, AMG Funds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Amg Managers Montag [MCGIX] is traded in USA and was established 27th of November 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
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| ADI | Analog Devices | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| DLTR | Dollar Tree | Stock | Consumer Staples | |
| CRM | Salesforce | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Amg Managers Montag Risk Profiles
| Mean Deviation | 0.627 | |||
| Semi Deviation | 0.9662 | |||
| Standard Deviation | 0.888 | |||
| Variance | 0.7886 |
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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