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AMG Renaissance Large Cap Growth I (MRLSX)
At close: 8:01 PM EDT
Fund Summary
The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. The subadviser considers the term "large-capitalization" companies to generally refer to companies that, at the time of purchase, have a minimum market capitalization of approximately $3 billion. It invests primarily in common stocks of U.S. large-capitalization companies.
AMG Renaissance Large Cap Growth I
One Stamford Plaza, 263 Tresser Boulevard, Suite 949
Fund Overview
| Category | Large Growth |
| Fund Family | AMG Funds |
| Net Assets | 136.57M |
| YTD Return | 15.56% |
| Yield | 0.26% |
| Morningstar Rating | |
| Inception Date | Jun 03, 2009 |
Fund Operations
| Last Dividend | 0.05 |
| Last Cap Gain | 34.00 |
| Holdings Turnover | 35.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | MRLSX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.73% | 0.99% |
| Prospectus Net Expense Ratio | 0.73% | -- |
| Prospectus Gross Expense Ratio | 0.85% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.36% |
| Max Deferred Sales Load | -- | 1.33% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Michael E. Schroer, Lead Manager since June 03, 2009
Mr. Schroer is a Managing Partner and Chief Investment Officer of Renaissance, positions he has held since 1995 and 1990, respectively, has been employed by Renaissance since 1984, and has more than 35 years of investment management experience. Mr. Schroer supervises the management and direction of Renaissance’s investment research efforts and determines overall portfolio strategy. He is the Lead Portfolio Manager for the large-cap growth strategy at Renaissance. Prior to Renaissance, he served as a portfolio manager with First of America Bank. He was awarded a Chartered Financial Analyst designation in 1985.
Education: B.A., University of Cincinnati; and M.B.A., Indiana University Graduate School of Business. Morningstar Style Box
Morningstar Category
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