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AMG Renaissance Large Cap Growth Fund Class I (MRLSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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+5.12% 3 years+10.72%
3 months+8.15% 5 years+16.59%
1 year+19.92% Since inception+14.72%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+16.59%+13.70%
Expense ratio1.01%1.12%
Risk 5 year sharpe ratio1.451.35
Net assets$185.9M$3.5B
Average market cap$44.2B$125.0B
Average P/E19.727.2
Portfolio turnover37%37%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureMichael Schroer / 8 Years
Minimal initial investment$100,000.00
Minimum IRA investment$25,000.00


U.S. stock98.75%
International stock0.00%
Fixed income0.00%
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
MSFT Microsoft2.07%
AAPL Apple2.05%
LRCX Lam Research Corp2.03%
AMP Ameriprise Financial Inc2.02%
TSS Total System Services Inc2.00%
SNPS Synopsys Inc2.00%
ROK Rockwell Automation Inc1.99%
AXP American Express1.99%
SWKS Skyworks Solutions Inc1.99%
CI Cigna Corp1.98%