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AMG Renaissance Large Cap Growth Z MRLIX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 17.12  /  0.65 %
  • Total Assets 130.2 Mil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 0.44%
  • Turnover 28%

Morningstar’s Analysis MRLIX

Will MRLIX outperform in future?

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

Highs and lows.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

AMG Renaissance Large Cap Growth has some appealing structural elements, but the team’s research does not stand out, and a heavily relied-upon quantitative model focuses on commonly targeted factors. It earns a Morningstar Medalist Rating of Neutral across all share classes.

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Portfolio Holdings MRLIX

  • Current Portfolio Date
  • Equity Holdings 55
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.19
3,877,504
Technology
2.91
3,533,588
Technology
2.42
2,935,300
Consumer Cyclical
2.34
2,844,038
Communication Services
1.98
2,403,764
Technology
1.96
2,383,046
Healthcare
1.95
2,371,637
Technology
1.94
2,348,701
Communication Services
1.93
2,344,045
Healthcare
1.91
2,323,506
Technology