AMG Renaissance Large Cap Growth Fund (MRLIX)
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.
Fund Info
US00170K8282
Jun 3, 2009
$5,000,000
Large-Cap
Growth
Expense Ratio
MRLIX features an expense ratio of 0.66%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in AMG Renaissance Large Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
AMG Renaissance Large Cap Growth Fund had a return of 4.50% year-to-date (YTD) and 6.29% in the last 12 months. Over the past 10 years, AMG Renaissance Large Cap Growth Fund had an annualized return of 5.25%, while the S&P 500 had an annualized return of 11.29%, indicating that AMG Renaissance Large Cap Growth Fund did not perform as well as the benchmark.
MRLIX
4.50%
0.98%
0.54%
6.29%
6.63%
5.25%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of MRLIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.12% | 4.50% | |||||||||||
| 2024 | 2.67% | 5.55% | 2.68% | -5.39% | 2.07% | 2.99% | 0.88% | 1.36% | 2.20% | -0.52% | 9.17% | -14.14% | 7.82% |
| 2023 | 4.65% | -2.09% | 4.13% | 1.32% | -0.13% | 6.21% | 2.64% | -1.62% | -4.20% | -0.06% | 8.21% | -2.64% | 16.79% |
| 2022 | -7.86% | -4.80% | 3.61% | -7.27% | 0.13% | -7.44% | 8.95% | -4.24% | -7.57% | 8.34% | 6.36% | -10.30% | -22.16% |
| 2021 | -2.50% | 2.56% | 4.67% | 5.46% | -0.06% | 3.28% | 4.33% | 2.54% | -5.55% | 7.08% | 0.16% | -2.25% | 20.68% |
| 2020 | 0.77% | -7.29% | -13.40% | 13.75% | 7.22% | 3.05% | 6.91% | 7.11% | -2.79% | -3.82% | 9.58% | -1.01% | 18.11% |
| 2019 | 10.83% | 3.98% | 0.08% | 5.49% | -5.91% | 6.45% | 2.12% | -0.92% | 1.24% | 2.15% | 3.83% | -5.44% | 25.20% |
| 2018 | 5.86% | -3.98% | -2.81% | -0.51% | 1.60% | -0.21% | 3.66% | 3.32% | 0.87% | -7.50% | 2.65% | -26.30% | -24.67% |
| 2017 | 3.05% | 4.03% | 0.55% | 1.26% | 0.31% | 0.15% | 1.93% | -0.15% | 2.58% | 2.00% | 3.77% | -1.55% | 19.29% |
| 2016 | -6.88% | 0.97% | 6.74% | -1.62% | 1.83% | -2.16% | 4.70% | -0.09% | 0.35% | -1.58% | 6.95% | -0.78% | 7.84% |
| 2015 | -2.79% | 6.02% | -0.93% | -1.88% | 3.05% | -1.78% | 1.64% | -5.93% | -2.70% | 6.76% | -0.43% | -3.36% | -3.11% |
| 2014 | -2.47% | 6.19% | -0.33% | -0.33% | 3.06% | 2.00% | -1.57% | 5.11% | -1.98% | 3.57% | 4.87% | -17.88% | -2.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MRLIX is 16, meaning it’s performing worse than 84% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AMG Renaissance Large Cap Growth Fund (MRLIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
AMG Renaissance Large Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.07 | $0.08 | $0.06 | $0.07 | $0.13 | $0.14 | $0.09 | $0.10 | $0.06 | $0.07 |
Dividend yield | 0.00% | 0.00% | 0.39% | 0.56% | 0.33% | 0.43% | 0.97% | 1.36% | 0.65% | 0.84% | 0.51% | 0.59% |
Monthly Dividends
The table displays the monthly dividend distributions for AMG Renaissance Large Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2014 | $0.07 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the AMG Renaissance Large Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AMG Renaissance Large Cap Growth Fund was 39.00%, occurring on Mar 23, 2020. Recovery took 109 trading sessions.
The current AMG Renaissance Large Cap Growth Fund drawdown is 11.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39% | Sep 24, 2018 | 376 | Mar 23, 2020 | 109 | Aug 26, 2020 | 485 |
| -36.44% | Dec 26, 2013 | 536 | Feb 11, 2016 | 489 | Jan 22, 2018 | 1025 |
| -29.07% | Dec 13, 2021 | 212 | Oct 14, 2022 | 498 | Oct 9, 2024 | 710 |
| -24.5% | Jul 8, 2011 | 61 | Oct 3, 2011 | 448 | Jul 18, 2013 | 509 |
| -17.39% | Apr 26, 2010 | 90 | Aug 31, 2010 | 46 | Nov 4, 2010 | 136 |
Volatility
Volatility Chart
The current AMG Renaissance Large Cap Growth Fund volatility is 4.11%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.