Managers AMG Renaissance Large Cap Growth Fund Institutional Class (MRLIX)

11.83
Net Asset Value
+0.51%
1 Day
+0.60%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.14%
Expense Ratio
High
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.

Performance

1 month-1.75% 3 years+13.73%
3 months+0.17% 5 years--
1 year+21.06% Since inception+16.99%
Data through --

Peer Comparisonvs. Large growth

 MRLIXCategory
Performance 5-yr return--+20.22%
Expense ratio1.14%1.24%
Risk 5 year sharpe ratio--1.26
Net assets$15.5M$2.5B
Average market cap$33.3B$67.2B
Average P/E17.924.1
Portfolio turnover53%53%

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Fund Management and Purchase Info

Fund familyManagers Funds
Fund manager & tenureMichael Schroer / 4 Years
Minimal initial investment$100,000.00
Minimum IRA investment$50,000.00

Holdings

U.S. stock97.91%
Cash2.09%
International stock0.00%
Fixed income0.00%
Other0.00%
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
SWKS Skyworks Solutions, Inc.2.03%
GOOGL Google Inc Class A1.97%
MSFT Microsoft Corporation1.93%
UNP Union Pacific Corp1.93%
HBI Hanesbrands Inc1.93%
AZO AutoZone Inc1.92%
WDC Western Digital Corporation1.92%
QCOM Qualcomm, Inc.1.92%
A Agilent Technologies Inc1.90%
AGN Allergan, Inc.1.90%

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