Investment objective & strategy
As of April 30, 2025 · prospectusObjective. The AMG Renaissance Large Cap Growth Fund's (the Fund) investment objective is to provide investors with long-term capital appreciation.
Strategy. Under normal circumstances, 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 Renaissance Group LLC (Renaissance or the Subadviser), the subadviser to the Fund, 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. The Fund may continue to hold securities of a portfolio company that subsequently drops below this capitalization threshold. Because of this, the Fund may have less than 80% of its net assets in securities of large-capitalization companies at any given time. The Fund invests primarily in common stocks of U.S. large-capitalization companies. Renaissance uses a … Under normal circumstances, 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 Renaissance Group LLC (Renaissance or the Subadviser), the subadviser to the Fund, 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. The Fund may continue to hold securities of a portfolio company that subsequently drops below this capitalization threshold. Because of this, the Fund may have less than 80% of its net assets in securities of large-capitalization companies at any given time. The Fund invests primarily in common stocks of U.S. large-capitalization companies. Renaissance uses a quantitative and qualitative investment process to create and manage a diversified growth-oriented equity portfolio. Typically, Renaissance seeks to invest in high-quality growth companies that are experiencing positive changes in earnings expectations and whose securities appear to trade at reasonable valuations.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| ALPHABET INC CL A | — | $4.24M | 3.46% |
| APPLE INC | — | $3.51M | 2.86% |
| BROADCOM INC | — | $3.48M | 2.83% |
| COMFORT SYSTEMS USA INC | — | $3.45M | 2.81% |
| AMAZON.COM INC | — | $3.21M | 2.62% |
| EMCOR GROUP INC | — | $3.03M | 2.47% |
| MICROSOFT CORP | — | $3.01M | 2.45% |
| HERSHEY CO/THE | — | $2.74M | 2.24% |
| JABIL INC | — | $2.73M | 2.23% |
| ARISTA NETWORKS INC | — | $2.71M | 2.21% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| American Beacon Man Large Cap Growth Fund · BLYAX, BLYCX, BRLGX, BLYPX, BLYYX, BLYRX | 39% | 0.77% |
| Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX | 39% | 0.75% |
| CANTOR FITZGERALD LARGE CAP FOCUSED FUND · FICHX, FICGX, FICIX | 37% | 0.66% |
Advisers
| Firm | Role |
|---|---|
| AMG Funds LLC | Adviser |
| The Renaissance Group LLC | Sub-adviser |
Footnotes
- Expense ratio as of April 30, 2025, from the fund's prospectus.
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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