AMG Renaissance Large Cap Growth Fund Investor Class (MRLTX)

11.89
Net Asset Value
+0.08%
1 Day
+3.30%
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+3.03% 3 years+19.63%
3 months+4.43% 5 years+16.78%
1 year+19.59% Since inception+16.28%
Data through --

Peer Comparisonvs. Large growth

 MRLTXCategory
Performance 5-yr return+16.78%+14.09%
Expense ratio1.63%1.22%
Risk 5 year sharpe ratio1.001.03
Net assets$30.5M$2.7B
Average market cap$36.1B$70.2B
Average P/E20.420.9
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. stock76.41%
Fixed income20.62%
Cash2.97%
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
M Macy's1.44%
PHM PulteGroup Inc1.43%
ROST Ross Stores Inc1.42%
LUV Southwest Airlines1.42%
GILD Gilead Sciences1.41%
ALK Alaska Air Group Inc1.41%
AMTD TD Ameritrade1.41%
AZO Autozone Inc1.41%
BHI Baker Hughes Inc1.41%
CMI Cummins Inc1.41%

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