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AMG Yacktman Focused N YAFFX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 19.16  /  0.62 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.01%
  • Turnover 13%

Morningstar’s Analysis YAFFX

Will YAFFX outperform in future?

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

A unique offering.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

AMG Yacktman Focused earns a Morningstar Analyst Rating of Silver because of its skilled team and flexible yet disciplined process.

Rated on Published on

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Portfolio Holdings YAFFX

  • Current Portfolio Date
  • Equity Holdings 52
  • Bond Holdings 4
  • Other Holdings 6
  • % Assets in Top 10 Holdings 48.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.80
318,049,724
Communication Services
6.52
235,729,400
Energy
5.18
187,297,000
Technology
3.25
117,340,900
Communication Services
3.01
108,888,364
Consumer Defensive
2.88
104,275,397
Consumer Defensive
2.82
101,871,000
Consumer Defensive
2.70
97,522,624
Basic Materials
2.65
95,670,000
Communication Services