Finny logo
Dibs:
Dibs:
0

15 important things you should know about AMG Funds MCMAX mutual fund

Updated: July 08, 2021
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets

Before we start: if you’re looking for MCMAX “stock” price, you can quickly find it out by visiting Finny and typing "MCMAX quote". If you’re looking for a quick scoop on MCMAX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "MCMAX". You’ll get all this info in one place.

Are you looking to buy or sell MCMAX? Or perhaps you’re looking for MCMAX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this MCMAX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: MCMAX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: MCMAX buy or sell; the pros and cons of investing in MCMAX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to MCMAX.

And here is the list of questions we’ll answer:

  1. Describe AMG Funds III: AMG Managers Cadence Mid Cap Fund; Class N Shares (MCMAX).
  2. What are MCMAX holdings?
  3. What is MCMAX performance? What are MCMAX historical returns?
  4. How many up and down years did MCMAX have historically?
  5. What is MCMAX dividend yield?
  6. What is MCMAX minimum initial investment amount?
  7. What is MCMAX expense ratio?
  8. Does MCMAX have any sales loads or 12b-1 distribution expenses?
  9. What is MCMAX tax efficiency (tax-cost ratio)?
  10. What is MCMAX beta? How would you assess MCMAX risk?
  11. What is MCMAX Sharpe ratio?
  12. What is MCMAX Finny Score? MCMAX buy or sell?
  13. What are the pros of investing in MCMAX? What are MCMAX buy reasons?
  14. What are the cons of investing in MCMAX? What are MCMAX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AMG Funds III: AMG Managers Cadence Mid Cap Fund; Class N Shares (MCMAX).

2. What are MCMAX top holdings?

MCMAX has 89 stock holdings and 0 bond holdings.

The top 10 holdings represent 19.84% of total assets. Here are the top holdings:

Name Symbol % Assets
RPM International Inc RPM 2.32%
HubSpot Inc HUBS 2.14%
Bio-Rad Laboratories Inc BIO 2.09%
Booz Allen Hamilton Holding Corp Class A BAH 2.09%
Zebra Technologies Corp ZBRA 2.05%
Catalent Inc CTLT 1.88%
Lithia Motors Inc Class A LAD 1.88%
Exponent Inc EXPO 1.81%
Nordson Corp NDSN 1.80%
Ritchie Bros Auctioneers Inc RBA.TO 1.78%

3. What is MCMAX performance? What are MCMAX historical returns?

MCMAX has generated the following returns:

  • 1-month return is 2.00%;
  • 3-month return is 10.69%;
  • 1-year return is 10.69%;
  • 3-year return is 11.96%;
  • 5-year return is 10.40%.

4. How many up and down years did MCMAX have historically?

In the last 10 years, MCMAX had 10 up years and 0 down years.

MCMAX up and down years

5. What is MCMAX dividend yield?

MCMAX yield is %.

6. What is MCMAX minimum initial investment amount?

MCMAX minimum initial investment amount is $3.00K.

7. What is MCMAX expense ratio?

MCMAX expense ratio is %. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

MCMAX expenses

8. Does MCMAX have any sales loads or 12b-1 distribution expenses?

MCMAX 12b-1 distribution fee is 0. MCMAX front-end sales load is 0. MCMAX back-end sales load is 0.

9. What is MCMAX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.
MCMAX tax costs

10. What is MCMAX beta? How would you assess MCMAX risk?

MCMAX Beta

11. What is MCMAX Sharpe ratio?

  • 3-year Sharpe ratio is 0.56;
  • 5-year Sharpe ratio is 0.81;
  • 10-year Sharpe ratio is 0.67;
  • 15-year Sharpe ratio is 0.46.
MCMAX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

13. What are the pros of investing in MCMAX? What are MCMAX buy reasons?

The following are MCMAX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in MCMAX? What are MCMAX negatives?

The following are MCMAX weaknesses from our perspective:

  • MCMAX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the MCMAX review, we covered MCMAX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
Follow Us