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 Z MRLIX
- NAV / 1-Day Return 18.08 / −0.22 %
- Total Assets 136.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.660%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 0.35%
- Turnover 35%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 12:18 AM GMT+0
Morningstar’s Analysis MRLIX
Will MRLIX 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 23.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 2.91 | 3.8 Mil | Technology |
Apple Inc | 2.76 | 3.6 Mil | Technology |
Amazon.com Inc | 2.76 | 3.6 Mil | Consumer Cyclical |
Alphabet Inc Class A | 2.67 | 3.5 Mil | Communication Services |
Broadcom Inc | 2.14 | 2.8 Mil | Technology |
Royal Caribbean Group | 2.08 | 2.7 Mil | Consumer Cyclical |
KLA Corp | 2.06 | 2.7 Mil | Technology |
Meta Platforms Inc Class A | 2.05 | 2.7 Mil | Communication Services |
Applied Materials Inc | 2.04 | 2.7 Mil | Technology |
Ecolab Inc | 1.96 | 2.6 Mil | Basic Materials |