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Morningstar

AMG Renaissance Large Cap Growth Z MRLIX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 18.21  /  −0.27 %
  • Total Assets 136.1 Mil
  • Adj. Expense Ratio
    0.660%
  • 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 0.33%
  • Turnover 35%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 12:15 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MRLIX 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 MRLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Jack Shannon
Rated on Published on

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Portfolio Holdings MRLIX

More MRLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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