AMG Renaissance Large Cap Growth Fund Class Z MRLIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$17.45  /  −0.06%
  • Fund Size$112.9M
  • Adjusted Expense Ratio0.660%
  • Net Expense Ratio0.650%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$5M
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio43%

Morningstar’s Analysis MRLIX

Will MRLIX outperform in the future?

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

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MRLIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.744M
Communication Services

Apple Inc

3.394M
Technology

Microsoft Corp

3.074M
Technology

Arista Networks Inc

2.473M
Technology

Halozyme Therapeutics Inc

2.363M
Healthcare

Broadcom Inc

2.323M
Technology

Meta Platforms Inc Class A

2.233M
Communication Services

Dynatrace Inc Ordinary Shares

2.173M
Technology

NetApp Inc

2.092M
Technology

Amazon.com Inc

2.062M
Consumer Cyclical

Sponsor Center