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AMG Renaissance Large Cap Growth I MRLSX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 18.01  /  −1.21 %
  • Total Assets 134.6 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 Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 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.

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 MRLSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Applied Materials Inc

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KLA Corp

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Royal Caribbean Group

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Consumer Cyclical