AMG Yacktman Special Opportunities Fund Class Z YASLX Strategy

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Strategy

The investment seeks long-term capital appreciation. The fund's investment strategy consists of purchasing securities where the Subadviser believes the current market price offers a meaningful discount to intrinsic value (with value measured on an absolute basis, rather than on a relative basis to the broader market). It invests primarily in domestic and foreign equity securities, including emerging market securities, of any market capitalization range. The fund, however, may also invest in domestic and foreign debt securities. It 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
YASLX
AMG Yacktman Special Opportunities Fund Class ZInstitutionalOpen $14.25M0.860%Low$5M−$8.77M
YASSX
AMG Yacktman Special Opportunities Fund Class IInstitutionalOpen $7.14M0.960%Below Average$100,000−$1.01M

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