AMG Managers Montag & Caldwell Growth Fund Class I (MCGIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -1.41% | 4.33% | -5.74% |
Year-to-Date | 4.06% | 10.97% | -6.91% |
1 Year | 21.10% | 0.00% | 21.10% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
33%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.79%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,004
Real cost (fees + lost compounding)
$1,242
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-2.36%