AMG Renaissance Large Cap Growth Fund Class I (MRLSX)

14.32
Net Asset Value
+0.28%
1 Day
+1.06%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.90%
Expense Ratio
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.

Performance

1 month+1.35% 3 years+8.74%
3 months-0.63% 5 years+12.99%
1 year+13.78% Since inception+13.90%
Data through --

Peer Comparisonvs. Large growth

 MRLSXCategory
Performance 5-yr return+12.99%+13.81%
Expense ratio0.90%1.10%
Risk 5 year sharpe ratio1.161.16
Net assets$147.4M$3.5B
Average market cap$51.3B$149.9B
Average P/E21.026.0
Portfolio turnover33%33%

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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

Holdings

U.S. stock99.10%
Cash0.90%
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
ANTM WellPoint2.01%
ROST Ross Stores Inc2.00%
SCHW Charles Schwab1.99%
AXP American Express1.96%
ORLY O'Reilly Automotive Inc1.95%
AET Aetna1.95%
HD Home Depot1.92%
CTXS Citrix Systems Inc1.91%
SNPS Synopsys Inc1.91%
DRI Darden Restaurants Inc1.91%