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.
AMG Renaissance Large Cap Growth N MRLTX
- NAV / 1-Day Return 19.20 / +0.68 %
- Total Assets 134.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.05%
- Turnover 35%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 12:33 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 23.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 3.45 | 4.6 Mil | Technology |
Microsoft Corp | 2.90 | 3.9 Mil | Technology |
Broadcom Inc | 2.49 | 3.3 Mil | Technology |
Amazon.com Inc | 2.39 | 3.2 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.31 | 3.1 Mil | Communication Services |
Alphabet Inc Class A | 2.17 | 2.9 Mil | Communication Services |
AppLovin Corp Ordinary Shares - Class A | 2.09 | 2.8 Mil | Technology |
KLA Corp | 2.08 | 2.8 Mil | Technology |
Motorola Solutions Inc | 1.99 | 2.7 Mil | Technology |
Netflix Inc | 1.96 | 2.6 Mil | Communication Services |