YAFIX – AMG Yacktman Focused I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation and, to a lesser extent, current income. The fund invests primarily in domestic and foreign equity securities. Its investments in foreign equity securities may include emerging market securities. The fund also may invest in debt securities. Its investments in debt securities may include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade (high yield or junk bonds). The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
YAFFX	AMG Yacktman Focused Fund - Class N	No Load	Open			May 1, 1997	$1.47B	1.250%	High	$2,000	−$183.91M
YAFIX	AMG Yacktman Focused Fund - Class I	Institutional	Open			Jul 24, 2012	$1.62B	1.060%	High	$100,000	−$190.10M

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