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AMG Renaissance Large Cap Growth N MRLTX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 18.41  /  −0.49 %
  • Total Assets 132.9 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.05%
  • Turnover 35%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 12:31 AM GMT+0

Morningstar’s Analysis MRLTX

Will MRLTX 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

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.

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Portfolio Holdings MRLTX

  • 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