Montag & Caldwell Growth Fund*

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Daily Pricing 07/24/2017
I
NAV: $20.18
NAV $ Change: $0.00
NAV % Change: 0.00%
YTD Return (as of 06/30/2017)
- at NAV 11.76%

The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses.Unlike the Fund, the Index listed is unmanaged, is not available for investment and does not incur expenses. 

AMG Funds

Fund Facts (as of 6/30/2017)

Investment Style: Large Cap Growth
Benchmark(s): Russell 1000® Growth Index
Subadvisor(s): Montag & Caldwell LLC
Fund Net Assets: $953,772,311

Share Class Facts

Share Class: I
Ticker: MCGIX
Inception Date: 6/28/1996
Expense Ratio:
(Gross / Net)
0.88% / 0.87%
Minimum Investment:
Initial / Subsequent
$100,000 / $100
Minimum IRA Investment:
Initial / Subsequent
$25,000 / $100
Maximum Sales Charges: N/A
12b-1 Fees: N/A

The Fund's investment manager has contractually agreed, through at least October 1, 2018, to limit Fund operating expenses. The net expense ratio reflects this limitation, while the gross expense ratio does not. Please refer to the Fund's prospectus for additional information on the Fund's expenses.

Learn more about share classes offered by AMG Funds.

Fund Focus

The Fund invests primarily in common stocks, convertible preferred stocks, and convertible bonds and seeks high quality, well-established, large-cap companies. The Fund defines a large-cap company as having a market capitalization of $5 billion or more at the time of acquisition. The Fund seeks companies selling at a discount to their intrinsic value, and targets companies which it believes:

  • Have a strong history of earnings growth
  • Are attractively priced, relative to the company’s potential for above average long-term earnings and revenue growth
  • Have strong balance sheets
  • Have a sustainable competitive advantage
  • Are currently, or have the potential to become, industry leaders
  • Have the potential to outperform during market downturns

Where This Fund May Fit As Part Of Your Asset Allocation

The Fund may be appropriate for your overall investment allocation if you are:

  • Seeking long-term capital appreciation and current income
  • Looking to gain exposure to growth-oriented high quality U.S. large cap companies by investing primarily in common stocks and convertible securities
  • Willing to accept short term volatility of returns
Disclosure

Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.

*Prior to October 1, 2016, the Fund was known as ASTON/Montag & Caldwell Growth Fund.

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