MCGIX - AMG Managers Montag & Caldwell Growth Fund Class I

Nasdaq - Nasdaq Delayed Price. Currency in USD

AMG Managers Montag & Caldwell Growth Fund Class I

AMG Funds IV

600 Steamboat Road, Suite 300

Greenwhich, CT 06830

Management Information
Andrew W. Jung,Lead Manager since February 27, 2015
Mr. Jung joined Montag & Caldwell in 2001 as a security analyst. Effective January 1, 2019, he serves as Managing Principal and Director of Investments. He previously served as Co-Chief Investment Officer since March, 2017 and Co-Director of Research for the Firm (from June, 2009 to March, 2017). In February, 2015, Mr. Jung was appointed Co-Portfolio Manager to the AMG Managers Montag & Caldwell Large Cap Growth Fund and for the Large Cap Growth Strategy. In December, 2015, Mr. Jung was promoted to Senior Vice President. Prior to joining Montag & Caldwell, he was an analyst at Strong Capital Management, following the financial services sector for several large cap growth funds, and at the Robinson-Humphrey Company in Atlanta, where he followed banks and thrifts. Mr. Jung received his B.A. in 1995 from Marquette University, and his M.B.A. in 1999 from Emory University. His professional affiliations include the CFA Institute and the Atlanta Society of Finance and Investment Professionals. Andy is also on the board of the Atlanta Ronald McDonald House.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryLarge Growth
Fund FamilyAMG Funds
Net Assets449.38M
YTD Return-6.11%
Morningstar Rating★★★
Inception DateJun 27, 1996

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover20.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMCGIXCategory Average
Annual Report Expense Ratio (net)0.99%1.06%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio0.99%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.47%
3 Yr Expense Projection315N/A
5 Yr Expense Projection547N/A
10 Yr Expense Projection1,213N/A