GWSZX Performance — AMG Montrusco Bolton Large Cap Growth Fund
Data updated: 2026-09-25
In the 12 months to Jul 2026 the fund took in a net $18.7M, and assets reached $204.31M.
GWSZX Growth of $100
What $100 invested in AMG Montrusco Bolton Large Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Growth category average over the same months.
| Period | GWSZX | Category average |
|---|---|---|
| Since data start (Dec 2025 – Jul 2026) | $113 | $114 |
GWSZX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +15.06% |
GWSZX Annual Returns
Calendar-year total returns of AMG Montrusco Bolton Large Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +15.06% |
| 2025 (Dec–Dec) | −1.43% |
GWSZX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.3% | +1.8% | −6.5% | +11.6% | +2.2% | +7.1% | −4.1% | — | — | — | — | — |
| 2025 | — | — | — | — | — | — | — | — | — | — | — | −1.4% |
GWSZX Risk
Risk measures from monthly returns over Dec 2025 – Jul 2026.
- Best month: +11.59% (Apr 2026)
- Worst month: −6.52% (Mar 2026)
GWSZX Fund Flows
Monthly money in and out of AMG Montrusco Bolton Large Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $18.7M
- 12-month gross sales (incl. reinvestments): $82.5M
- Sales ÷ redemptions: 1.29×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.1M | $3.5M | −$2.4M |
| Jun 2026 | $1.5M | $4.6M | −$3.1M |
| May 2026 | $823K | $8.9M | −$8.1M |
| Apr 2026 | $415K | $3.5M | −$3.1M |
| Mar 2026 | $2.4M | $5.0M | −$2.6M |
| Feb 2026 | $5.6M | $3.0M | $2.6M |
| Jan 2026 | $3.5M | $6.1M | −$2.6M |
| Dec 2025 | $65.0M | $10.7M | $54.2M |
| Nov 2025 | $102K | $5.4M | −$5.3M |
| Oct 2025 | $277K | $5.0M | −$4.8M |
| Sep 2025 | $889K | $5.2M | −$4.3M |
| Aug 2025 | $864K | $2.8M | −$1.9M |
GWSZX Assets Under Management
Net assets of AMG Montrusco Bolton Large Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $204.31M |
| 2026-04-30 | $207.99M |
| 2026-01-30 | $199.38M |
| 2025-10-31 | $209.91M |
| 2025-07-31 | $209.82M |
| 2025-04-30 | $184.32M |
| 2025-01-31 | $206.86M |
| 2024-10-31 | $208.48M |
| 2024-07-31 | $215.78M |
| 2024-04-30 | $206.42M |
| 2024-01-31 | $211.26M |
| 2023-10-31 | $189.42M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.