AMG Montrusco Bolton Large Cap Growth Fund
Shareclass
AMG Montrusco Bolton Large Cap Growth I (MCGIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund AMG Montrusco Bolton Large Cap Growth Fund
FUND COVERAGE
# of holdings26
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc Class A3.01%$6.4M
- 2. JPMorgan Chase & Co1.76%$3.75M
- 3. Uber Technologies Inc4.67%$9.94M
- 4. Microsoft Corp9.48%$20.15M
- 5. BlackRock Inc4.51%$9.6M
- 6. ServiceNow Inc1.2%$2.55M
- 7. Meta Platforms Inc Class A5.19%$11.03M
- 8. Adobe Inc3.93%$8.36M
- 9. Alphabet Inc Class A6.38%$13.56M
- 10. NVIDIA Corp9.98%$21.22M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rollins Inc1.45%$3.08M
- 2. Ryan Specialty Holdings Inc Class A2.08%$4.42M
- 3. Monster Beverage Corp3.26%$6.93M
- 4. Waste Connections Inc2.16%$4.6M
- 5. Fortinet Inc1.86%$3.95M
- 6. Synopsys Inc4.7%$9.99M
- 7. Valero Energy Corp1.09%$2.32M
- 8. IDEXX Laboratories Inc2.24%$4.76M
- 9. Public Storage1.09%$2.32M
- 10. Chipotle Mexican Grill Inc3.74%$7.95M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund AMG Montrusco Bolton Large Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
3
$50.2M
24%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$50.2M
24%
Borders high risk
0
$0
0%
Total
3
$50.2M
24%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$20.15M
9.48%
2.
Amazon.com Inc
:$16.49M
7.75%
3.
Alphabet Inc Class A
:$13.56M
6.38%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
AMG Montrusco Bolton Large Cap Growth Fund MCGIX
Environment
Social
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