We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. AMG Renaissance Large Cap Growth's equal-weighted portfolio puts it at boom-or-bust risk relative to its top-heavy Russell 1000 Growth benchmark, a performance pattern which has continued to hold. The following text is from July 5, 2023.
AMG Renaissance Large Cap Growth I MRLSX
- NAV / 1-Day Return 18.52 / +1.37 %
- Total Assets 129.0 Mil
-
Adj. Expense Ratio
0.730%
- Expense Ratio 0.730%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.27%
- Turnover 35%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0
Morningstar’s Analysis MRLSX
Will MRLSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 3.27 | 4.5 Mil | Technology |
Microsoft Corp | 3.19 | 4.4 Mil | Technology |
Amazon.com Inc | 2.66 | 3.6 Mil | Consumer Cyclical |
Broadcom Inc | 2.53 | 3.4 Mil | Technology |
Alphabet Inc Class A | 2.49 | 3.4 Mil | Communication Services |
KLA Corp | 2.36 | 3.2 Mil | Technology |
Applied Materials Inc | 2.32 | 3.2 Mil | Technology |
Meta Platforms Inc Class A | 2.30 | 3.1 Mil | Communication Services |
Lam Research Corp | 2.21 | 3.0 Mil | Technology |
Motorola Solutions Inc | 2.03 | 2.8 Mil | Technology |