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.
AMG Renaissance Large Cap Growth N MRLTX
- NAV / 1-Day Return 17.51 / −0.62 %
- Total Assets 131.6 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 Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:17 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.
People Pillar
Parent Pillar
- 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
|
|---|---|---|---|
Microsoft Corp | 2.97 | 4.1 Mil | Technology |
Amazon.com Inc | 2.69 | 3.7 Mil | Consumer Cyclical |
Apple Inc | 2.63 | 3.6 Mil | Technology |
Alphabet Inc Class A | 2.34 | 3.2 Mil | Communication Services |
Meta Platforms Inc Class A | 2.19 | 3.0 Mil | Communication Services |
Broadcom Inc | 2.06 | 2.8 Mil | Technology |
Applied Materials Inc | 2.00 | 2.8 Mil | Technology |
Lam Research Corp | 1.99 | 2.8 Mil | Technology |
KLA Corp | 1.98 | 2.7 Mil | Technology |
Royal Caribbean Group | 1.95 | 2.7 Mil | Consumer Cyclical |