AMG Renaissance Large Cap Growth Fund Institutional Class (MRLIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide investors with long-term capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. The subadvisor considers the term "large-capitalization" companies to generally refer to companies that, at the time of purchase, have a minimum market capitalization of approximately $3 billion. It invests primarily in common stocks of U.S. large-capitalization companies. The fund normally holds 50-60 common stocks, but this number may fluctuate depending on market conditions.


1 month+3.32% 3 years+20.18%
3 months+4.78% 5 years+17.37%
1 year+20.64% Since inception+16.82%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+17.37%+14.09%
Expense ratio1.13%1.22%
Risk 5 year sharpe ratio1.021.03
Net assets$30.5M$2.7B
Average market cap$36.1B$70.2B
Average P/E20.420.9
Portfolio turnover53%53%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureMichael Schroer / 5 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$50,000.00


U.S. stock76.41%
Fixed income20.62%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Hardware 28.53%
Consumer service 16.27%
Healthcare 12.33%
Industrial materials 9.49%
Consumer goods 9.42%
Top 10 Holdings
Portfolio weighting
M Macy's1.44%
PHM PulteGroup Inc1.43%
ROST Ross Stores Inc1.42%
LUV Southwest Airlines1.42%
GILD Gilead Sciences1.41%
ALK Alaska Air Group Inc1.41%
AMTD TD Ameritrade1.41%
AZO Autozone Inc1.41%
BHI Baker Hughes Inc1.41%
CMI Cummins Inc1.41%

To view my watchlist

Not a member yet?

Sign up now for a free account