Morningstar

AMG Yacktman Fund Class I YACKX

Morningstar Medalist Rating
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Medalist Rating as of See AMG Investment Hub
  • NAV / 1-Day Return$27.06  /  −0.22%
  • Fund Size$7.3B
  • Adjusted Expense Ratio0.700%
  • Net Expense Ratio0.700%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield3.73%
  • Turnover Ratio1%
NAV and 1-Day Return as of

Morningstar’s Analysis YACKX

Will YACKX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable YACKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the YACKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of YACKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Continues to stand out in a good way.

Associate Director Adam Sabban

Adam Sabban

Associate Director

Summary

AMG Yacktman benefits from a skilled team and differentiated investment process.

by Adam Sabban
Rated on Published on

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Portfolio Holdings YACKX

More YACKX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Defensive

Hyundai Mobis Co Ltd

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Consumer Cyclical

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