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+1.70% 3 years+21.93%
3 months+0.67% 5 years+16.84%
1 year+17.87% Since inception+16.11%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+16.84%+13.86%
Expense ratio2.01%1.21%
Risk 5 year sharpe ratio0.920.96
Net assets$34.2M$2.7B
Average market cap$37.7B$76.2B
Average P/E18.922.0
Portfolio turnover60%60%

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Fund Management and Purchase Info

Fund familyAMG Funds
Fund manager & tenureMichael Schroer / 5 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock98.35%
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 Microsoft2.06%
FFIV F5 Networks Inc1.91%
NOV National Oilwell Varco Inc1.86%
WDC Western Digital Corp1.83%
ADM Archer Daniels Midland Co1.82%
BEN Franklin Resources1.82%
GOOGL Google1.82%
GPS Gap1.82%
KR Kroger Co1.82%
LRCX Lam Research Corp1.82%

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