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-5.83% 3 years+7.03%
3 months-3.62% 5 years+13.82%
1 year+11.12% Since inception+14.62%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.82%+15.29%
Expense ratio1.01%1.11%
Risk 5 year sharpe ratio1.331.29
Net assets$158.0M$3.7B
Average market cap$55.0B$151.4B
Average P/E21.728.2
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


U.S. stock99.15%
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
AMAT Applied Materials Inc2.01%
BA Boeing2.00%
CSCO Cisco1.95%
PGR Progressive Corp1.94%
ADBE Adobe1.93%
AAPL Apple1.91%
ATVI Activision Blizzard Inc1.87%
NTAP NetApp Inc1.87%
CTXS Citrix Systems Inc1.87%
FIS Fidelity National Information Services Inc1.87%