AMG Renaissance Large Cap Growth Fund Investor Class (MRLTX)

13.22
Net Asset Value
-0.60%
1 Day
+11.94%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.63%
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.

Performance

1 month+1.69% 3 years+21.50%
3 months+4.75% 5 years+15.05%
1 year+22.25% Since inception+16.78%
Data through --

Peer Comparisonvs. Large growth

 MRLTXCategory
Performance 5-yr return+15.05%+17.64%
Expense ratio1.63%1.24%
Risk 5 year sharpe ratio0.981.08
Net assets$16.3M$2.6B
Average market cap$34.5B$73.0B
Average P/E18.723.1
Portfolio turnover53%53%

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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

Holdings

U.S. stock98.14%
Cash1.69%
Fixed income0.17%
International stock0.00%
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
BIIB Biogen Idec Inc2.02%
EMC EMC Corp2.01%
GILD Gilead Sciences Inc1.93%
HBI Hanesbrands Inc1.91%
MSFT Microsoft Corp1.90%
SWKS Skyworks Solutions Inc1.89%
WDC Western Digital Corp1.88%
NTAP NetApp Inc1.87%
LRCX Lam Research Corp1.87%
M Macy's Inc1.87%

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