AMG Renaissance Large Cap Growth Fund (MRLIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MRLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MRLIX
MRLIX charges 0.66% annually. There are 116 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MRLIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | MRLIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MRLIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | MRLIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | MRLIX vs TILIX |
Best Risk-Adjusted Alternatives to MRLIX
MRLIX has a PortfoliosLab risk / return rank of 2. There are 415 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | MRLIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | MRLIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | MRLIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | MRLIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | MRLIX vs FOCPX |
Top Performing MRLIX Alternatives (YTD)
MRLIX is at 2.64% YTD. There are 383 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | MRLIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | MRLIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | MRLIX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | MRLIX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | MRLIX vs FOCKX |
Lowest Volatility Alternatives to MRLIX
MRLIX has 20.38% 1-year volatility. There are 381 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | MRLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | MRLIX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | MRLIX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | MRLIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | MRLIX vs AWYIX |
Lowest Drawdown Alternatives to MRLIX
MRLIX has a 1-year max drawdown of -23.75%. There are 405 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | MRLIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MRLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | MRLIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | MRLIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MRLIX vs AQEIX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 14 | 20.51% | — | Jul 1992 | MRLIX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 26 | 31.39% | — | May 1997 | MRLIX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 18 | -0.05% | — | Apr 1993 | MRLIX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 34 | 28.24% | — | Jan 2017 | MRLIX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 3 | -0.63% | — | Mar 2007 | MRLIX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -5.31% | — | Jan 1991 | MRLIX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 4.23% | — | Mar 2005 | MRLIX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.79% | — | Aug 1992 | MRLIX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 1 | -0.77% | — | Jun 2005 | MRLIX vs ARSVX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 23 | 16.87% | — | Apr 1987 | MRLIX vs SKSEX |
Often Compared With MRLIX
Investors most often compare MRLIX with TVRIX, BRWIX, FCGSX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 76 | 11.62% | — | Jun 2012 | MRLIX vs TVRIX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | 15.91% | — | Dec 1985 | MRLIX vs BRWIX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 91 | 23.84% | — | Nov 2013 | MRLIX vs FCGSX | |
| ICON Equity Fund | Large Cap Growth Equities | 70 | 25.60% | — | Oct 2002 | MRLIX vs IOLZX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 15 | 9.38% | — | Oct 2003 | MRLIX vs SSSFX | |
| Chase Growth Fund | Large Cap Growth Equities | 90 | 25.95% | — | Dec 1997 | MRLIX vs CHASX | |
| Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 36 | 11.14% | 365.00B | Nov 2000 | MRLIX vs VIGAX | |
| Fidelity Focused Stock Fund | Large Cap Growth Equities | 78 | 24.73% | — | Nov 1996 | MRLIX vs FTQGX |
Compare MRLIX with Any Fund or Stock
Compare MRLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MRLIX with funds that move differently
AMG Renaissance Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MRLIX.
Explore MRLIX Diversifiers