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AMG Renaissance Large Cap Growth Fund Class N (MRLTX)

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 month0.00% 3 years+8.98%
3 months-0.44% 5 years+13.48%
1 year+3.10% Since inception+13.00%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.48%+14.98%
Expense ratio1.47%1.17%
Risk 5 year sharpe ratio1.181.16
Net assets$68.7M$2.9B
Average market cap$31.6B$90.5B
Average P/E17.525.8
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureMichael Schroer / 7 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock99.81%
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
FL Foot Locker Inc2.18%
ROST Ross Stores Inc2.12%
WDC Western Digital Corp2.12%
TXN Texas Instruments2.10%
BIIB Biogen2.08%
AAPL Apple2.05%
CMI Cummins Inc2.02%
SNPS Synopsys Inc2.02%
SWKS Skyworks Solutions Inc2.00%
FFIV F5 Networks Inc1.98%