Morningstar

AMG Renaissance Large Cap Growth Fund Class Z MRLIX

Morningstar Medalist Rating
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Medalist Rating as of See AMG Investment Hub
  • NAV / 1-Day Return $17.99  /  +0.45 %
  • Fund Size $120.9M
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis MRLIX

Will MRLIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MRLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MRLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Struggling to keep up.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

Renaissance Large Cap Growth’s unusual portfolio construction has driven poor relative returns over the past three years. It retains Average People and Process ratings.

by Natalia Arrigoni
Rated on Published on

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Portfolio Holdings MRLIX

More MRLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.74 4M
Communication Services

Apple Inc

3.39 4M
Technology

Microsoft Corp

3.07 4M
Technology

Arista Networks Inc

2.47 3M
Technology

Halozyme Therapeutics Inc

2.36 3M
Healthcare

Broadcom Inc

2.32 3M
Technology

Meta Platforms Inc Class A

2.23 3M
Communication Services

Dynatrace Inc Ordinary Shares

2.17 3M
Technology

NetApp Inc

2.09 2M
Technology

Amazon.com Inc

2.06 2M
Consumer Cyclical

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