Morningstar

AMG Renaissance Large Cap Growth Fund Class N MRLTX

Morningstar Medalist Rating
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Medalist Rating as of See AMG Investment Hub
  • NAV / 1-Day Return $17.95  /  +0.45 %
  • Fund Size $120.9M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis MRLTX

Will MRLTX 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 MRLTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MRLTX 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 MRLTX’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 MRLTX

More MRLTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Halozyme Therapeutics Inc

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Broadcom Inc

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Meta Platforms Inc Class A

2.23 3M
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Dynatrace Inc Ordinary Shares

2.17 3M
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2.09 2M
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Amazon.com Inc

2.06 2M
Consumer Cyclical

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