Morningstar

AMG Renaissance Large Cap Growth Fund Class Z MRLIX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 17.47  /  −1.36 %
  • Total Assets 129.1M
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.00
  • Turnover 43%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:35 AM GMT+0

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 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.75 5M
Communication Services

Applied Materials Inc

3.21 4M
Technology

KLA Corp

3.15 4M
Technology

Apple Inc

2.85 4M
Technology

Amphenol Corp Class A

2.68 4M
Technology

Arista Networks Inc

2.66 4M
Technology

Lam Research Corp

2.64 4M
Technology

Amazon.com Inc

2.62 3M
Consumer Cyclical

Broadcom Inc

2.51 3M
Technology

Comfort Systems USA Inc

2.47 3M
Industrials

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