Amg Renaissance Large Fund Quote
| MRLIX Fund | USD 18.80 0.21 1.13% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Amg Renaissance is trading at 18.80 as of the 30th of January 2025; that is 1.13% up since the beginning of the trading day. The fund's open price was 18.59. Amg Renaissance has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund invests at least 80 percent 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. More on Amg Renaissance Large
Moving together with Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Growth Funds, Large Growth, AMG Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Amg Renaissance Large [MRLIX] is traded in USA and was established 30th of January 2025. Amg Renaissance is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of AMG Funds family. This fund now has accumulated 133.44 M in assets with no minimum investment requirementsAmg Renaissance Large is currently producing year-to-date (YTD) return of 6.41%, while the total return for the last 3 years was 14.11%.
Check Amg Renaissance Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Amg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Amg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Amg Renaissance Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Amg Renaissance Large Mutual Fund Constituents
| AXP | American Express | Stock | Financials | |
| WDC | Western Digital | Stock | Information Technology | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| EA | Electronic Arts | Stock | Communication Services | |
| LHX | L3Harris Technologies | Stock | Industrials | |
| MSI | Motorola Solutions | Stock | Information Technology | |
| NSC | Norfolk Southern | Stock | Industrials | |
| SPGI | SP Global | Stock | Financials |
Amg Renaissance Large Risk Profiles
| Mean Deviation | 0.9458 | |||
| Standard Deviation | 1.62 | |||
| Variance | 2.63 | |||
| Risk Adjusted Performance | (0.02) |
Amg Renaissance Against Markets
Other Information on Investing in Amg Mutual Fund
Amg Renaissance financial ratios help investors to determine whether Amg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Amg with respect to the benefits of owning Amg Renaissance security.
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