# AMG Managers Montag & Caldwell Growth Fund — new fund registration

AMG Funds IV registered fund series on Form 485APOS, filed 2016-12-29. Featured series: AMG Managers Montag & Caldwell Growth Fund.

## Registration

- Registrant / trust: AMG Funds IV
- CIK: 0000912036
- Form: 485APOS
- Filed: 2016-12-29
- State of incorporation: DE
- Accession: 0001193125-16-807065
- Reported net assets: $208.0M

## Series & classes (39)

_Showing 25 of 39 series/class rows._

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [AMG Managers Montag & Caldwell Growth Fund](https://search.stillhousedata.com/fund/S000001114) | CLASS N SHARES | MCGFX | — |
| [AMG Managers Montag & Caldwell Growth Fund](https://search.stillhousedata.com/fund/S000001114) | CLASS I SHARES | MCGIX | — |
| [AMG Managers Montag & Caldwell Growth Fund](https://search.stillhousedata.com/fund/S000001114) | CLASS R SHARES | MCRGX | — |
| [AMG GW&K U.S. Small Cap Growth Fund](https://search.stillhousedata.com/fund/S000001115) | CLASS N SHARES | ATASX | — |
| [AMG GW&K U.S. Small Cap Growth Fund](https://search.stillhousedata.com/fund/S000001115) | CLASS I SHARES | ATSIX | — |
| [AMG Managers Fairpointe Mid Cap Fund](https://search.stillhousedata.com/fund/S000001125) | CLASS N SHARES | CHTTX | — |
| [AMG Managers Fairpointe Mid Cap Fund](https://search.stillhousedata.com/fund/S000001125) | CLASS I SHARES | ABMIX | — |
| [AMG River Road Dividend All Cap Value Fund](https://search.stillhousedata.com/fund/S000001129) | CLASS N SHARES | ARDEX | — |
| [AMG River Road Dividend All Cap Value Fund](https://search.stillhousedata.com/fund/S000001129) | CLASS I SHARES | ARIDX | — |
| [AMG River Road Small Cap Value Fund](https://search.stillhousedata.com/fund/S000001130) | CLASS N SHARES | ARSVX | — |
| [AMG River Road Small Cap Value Fund](https://search.stillhousedata.com/fund/S000001130) | CLASS I SHARES | ARSIX | — |
| [AMG Managers Montag & Caldwell Balanced Fund](https://search.stillhousedata.com/fund/S000001133) | CLASS N SHARES | MOBAX | — |
| [AMG Managers Montag & Caldwell Balanced Fund](https://search.stillhousedata.com/fund/S000001133) | CLASS I SHARES | MOBIX | — |
| [AMG River Road Select Value Fund](https://search.stillhousedata.com/fund/S000016733) | CLASS N SHARES | ARSMX | — |
| [AMG River Road Select Value Fund](https://search.stillhousedata.com/fund/S000016733) | CLASS I SHARES | ARIMX | — |
| [AMG Managers Montag & Caldwell Mid Cap Growth Fund](https://search.stillhousedata.com/fund/S000019445) | CLASS N SHARES | AMCMX | — |
| [AMG Managers Montag & Caldwell Mid Cap Growth Fund](https://search.stillhousedata.com/fund/S000019445) | CLASS I SHARES | AMMCX | — |
| [AMG Managers Lake Partners LASSO Alternatives Fund](https://search.stillhousedata.com/fund/S000025232) | CLASS I SHARES | ALSOX | — |
| [AMG Managers Lake Partners LASSO Alternatives Fund](https://search.stillhousedata.com/fund/S000025232) | CLASS N SHARES | ALSNX | — |
| [AMG Managers LMCG Small Cap Growth Fund](https://search.stillhousedata.com/fund/S000030192) | CLASS N SHARES | ACWDX | — |
| [AMG Managers LMCG Small Cap Growth Fund](https://search.stillhousedata.com/fund/S000030192) | CLASS I SHARES | ACWIX | — |
| [AMG River Road Long-Short Fund](https://search.stillhousedata.com/fund/S000030896) | CLASS N SHARES | ARLSX | — |
| [AMG River Road Long-Short Fund](https://search.stillhousedata.com/fund/S000030896) | CLASS I SHARES | ALSIX | — |
| [AMG Managers DoubleLine Core Plus Bond Fund](https://search.stillhousedata.com/fund/S000033266) | CLASS N SHARES | ADBLX | — |
| [AMG Managers DoubleLine Core Plus Bond Fund](https://search.stillhousedata.com/fund/S000033266) | CLASS I SHARES | ADLIX | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.15%
- Gross expense ratio: 0.96%
- Management fee: 0.47%
- Net expense ratio: 0.90%
- Other expenses: 0.34%

## Investment objective

The Fund seeks long-term capital appreciation.

## Advisers

- [AMG Funds LLC (Advisor)](https://search.stillhousedata.com/firm/153456)
- [Montrusco Bolton Investments, Inc. (Subadvisor)](https://search.stillhousedata.com/firm/154475)

## Other filings by this registrant (15)

- [485APOS — 2025-10-07](https://search.stillhousedata.com/launch/0001193125-25-233215)
- [485APOS — 2023-12-28](https://search.stillhousedata.com/launch/0001193125-23-304769)
- [485APOS — 2021-06-28](https://search.stillhousedata.com/launch/0001193125-21-201928)
- [485APOS — 2021-06-28](https://search.stillhousedata.com/launch/0001193125-21-201906)
- [485APOS — 2021-03-22](https://search.stillhousedata.com/launch/0001193125-21-089711)
- [485APOS — 2019-12-30](https://search.stillhousedata.com/launch/0001193125-19-325832)
- [485APOS — 2018-12-28](https://search.stillhousedata.com/launch/0001193125-18-360896)
- [485APOS — 2017-12-29](https://search.stillhousedata.com/launch/0001193125-17-383407)
- [485APOS — 2017-07-31](https://search.stillhousedata.com/launch/0001193125-17-242371)
- [485APOS — 2016-03-01](https://search.stillhousedata.com/launch/0001193125-16-485954)
- [485APOS — 2016-02-26](https://search.stillhousedata.com/launch/0001193125-16-482306)
- [485APOS — 2016-02-02](https://search.stillhousedata.com/launch/0001193125-16-447706)

## More

- [Registrant profile: AMG Funds IV](https://search.stillhousedata.com/registrant/912036)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001193125-16-807065.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
