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AMG Renaissance Large Cap Growth Fund Investor Class (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 month+0.43% 3 years+17.94%
3 months+2.94% 5 years+13.32%
1 year+1.44% Since inception+14.81%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.32%+12.64%
Expense ratio2.01%1.20%
Risk 5 year sharpe ratio0.981.01
Net assets$61.5M$2.6B
Average market cap$36.8B$80.8B
Average P/E19.225.1
Portfolio turnover60%60%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureMichael Schroer / 6 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock98.46%
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
SNDK SanDisk2.22%
LUV Southwest Airlines2.13%
GOOGL Google2.05%
LRCX Lam Research Corp1.98%
IPG Interpublic Group of Companies Inc1.95%
TXN Texas Instruments1.94%
MSFT Microsoft1.93%
BLK BlackRock1.92%
DOW Dow Chemical1.91%
MAS Masco Corp1.89%