Nasdaq - Delayed Quote USD

AMG Renaissance Large Cap Growth I (MRLSX)

19.45 +0.09 (+0.46%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 14.96%
5y Average Return 15.52%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Oct 31, 2024) 35.42%
Worst 1Y Total Return (Oct 31, 2024) --
Best 3Y Total Return 35.42%
Worst 3Y Total Return 7.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRLSX
Category
YTD
15.56%
12.38%
1-Month
2.15%
5.09%
3-Month
4.46%
10.28%
1-Year
30.78%
41.70%
3-Year
10.95%
22.56%
5-Year
16.13%
21.98%
10-Year
13.48%
15.99%
Last Bull Market
26.02%
25.99%
Last Bear Market
-14.12%
-17.29%

Annual Total Return (%) History

Year
MRLSX
Category
2024
--
--
2023
25.47%
--
2022
-16.87%
--
2021
30.30%
--
2020
23.90%
35.86%
2019
35.42%
31.90%
2018
-7.00%
-2.09%
2017
22.46%
27.67%

2016
9.12%
3.23%
2015
-1.23%
3.60%
2014
20.08%
10.00%
2013
34.75%
33.92%
2012
17.42%
15.34%
2011
-4.14%
-2.46%
2010
15.77%
15.53%
2009
--
35.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.28% -0.59% 4.46% --
2023 6.64% 7.46% -3.26% 13.17%
2022 -9.13% -14.12% -3.51% 10.38%
2021 4.59% 8.83% 1.02% 13.32%
2020 -19.10% 25.68% 11.30% 9.48%
2019 15.31% 5.66% 2.40% 8.54%
2018 -1.27% 0.79% 8.01% -13.47%
2017 7.79% 1.71% 4.35% 7.04%
2016 0.27% -1.96% 4.92% 5.80%
2015 1.98% -0.68% -6.98% 4.83%

2014 3.29% 4.73% 1.40% 9.47%
2013 9.50% 3.83% 6.10% 11.70%
2012 16.25% -6.20% 7.28% 0.37%
2011 5.33% -0.15% -19.47% 13.18%
2010 4.35% -12.01% 11.37% 13.21%
2009 11.67% 4.11% -- --

Rank in Category (By Total Return)

YTD 89
1-Month 57
3-Month 32
1-Year 88
3-Year 18
5-Year 53

Load Adjusted Returns

1-Year 30.78%
3-Year 10.95%
5-Year 16.13%
10-Year 13.48%

Performance & Risk

YTD Return 14.96%
5y Average Return 15.52%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

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 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.

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