AMG Yacktman Special Opportunities Fund Class Z YASLX Strategy
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 Z | Institutional | Open | $14.25M | 0.860% | Low | $5M | −$8.77M | |||
YASSX
| AMG Yacktman Special Opportunities Fund Class I | Institutional | Open | $7.14M | 0.960% | Below Average | $100,000 | −$1.01M |