AMG Renaissance Large Cap Growth Fund Investor Class (MRLTX)

11.72
Net Asset Value
+1.38%
1 Day
+1.82%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
2.01%
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-2.69% 3 years+19.24%
3 months-1.53% 5 years+16.10%
1 year+10.64% Since inception+15.85%
Data through --

Peer Comparisonvs. Large growth

 MRLTXCategory
Performance 5-yr return+16.10%+16.96%
Expense ratio2.01%1.20%
Risk 5 year sharpe ratio1.131.23
Net assets$40.0M$2.7B
Average market cap$37.6B$76.4B
Average P/E18.521.4
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

Holdings

U.S. stock98.10%
Cash2.87%
International stock0.00%
Fixed income0.00%
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
CI Cigna Corp1.91%
FL Foot Locker Inc1.85%
BBBY Bed Bath & Beyond Inc1.83%
SNPS Synopsys Inc1.83%
LH Laboratory Corporation of America Holdings1.82%
ROK Rockwell Automation Inc1.82%
DHR Danaher Corp1.82%
DIS Disney1.82%
EMC EMC Corp1.82%
BIIB Biogen1.81%

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