AMG Yacktman’s willingness to stick to its principles has paid off over the long haul, though its lone share class is downgraded to a Morningstar Analyst Rating of Silver under Morningstar’s enhanced ratings methodology.
Will YACKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of YACKX’s parent organization’s priorities and whether they’re in line with investors’ interests.