AMG Renaissance Large Cap Growth N (MRLTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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AMG Renaissance Large Cap Growth N
One Stamford Plaza, 263 Tresser Boulevard, Suite 949
AMG Funds
800.835.3879
Management information
Michael E. Schroer,Lead manager since 2 June 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
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyAMG Funds
Net assets130.44M
YTD return5.18%
Yield0.05%
Morningstar rating★★★★
Inception date2 June 2009
Fund operations
Last dividend0.01
Last cap gain34.00
Holdings turnover35.00%
Average for categoryN/A
Fees and expenses
ExpenseMRLTXCategory average
Annual report expense ratio (net)0.66%0.99%
Prospectus net expense ratio0.66%N/A
Prospectus gross expense ratio0.78%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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