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Amg Yacktman Fund Class I (YACKX)

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25.86 +0.11    +0.43%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  AMG Funds
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.15B
AMG Yacktman I 25.86 +0.11 +0.43%

Amg Yacktman Fund Class I Overview

 
Find basic information about the Amg Yacktman Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add YACKX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US00170K5882)
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Rating
1-Year Change11.42%
Prev. Close25.75
Risk Rating
TTM Yield1.59%
ROE20.50%
IssuerAMG Funds
Turnover2%
ROA8.17%
Inception DateJul 06, 1992
Total Assets8.15B
Expenses0.70%
Min. Investment100,000
Market Cap67.7B
CategoryLarge Value
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Amg Yacktman Fund Class I News


What could Trump 2.0 mean for global trade?
What could Trump 2.0 mean for global trade? By Investing.com - 26 minutes ago

Investing.com -- A second Trump administration could bring significant shifts to global trade policy, signaling a return to the assertive and transactional approach seen during...

Amg Yacktman Fund Class I Analysis


Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1069 996 1190 1158 1656 2453
Fund Return 6.9% -0.36% 18.96% 5% 10.61% 9.39%
Place in category 1148 1111 1144 939 533 274
% in Category 97 94 97 88 51 39

Top Equity Funds by AMG Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  AMG Yacktman Focused I 1.67B 3.98 4.32 9.53
  AMG Yacktman Focused S 1.63B 3.82 4.12 9.33
  AMG River Road Small Cap Value I 1.14B 7.65 6.59 9.73
  AMG GW&K Municipal Bond I 1.03B -0.33 -0.43 1.93
  AMG Managers Brandywine S 555.53M 6.64 -3.41 8.63

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 68B 15.98 8.60 11.25
  Vanguard Equity-Income Adm 53.42B 15.14 8.73 10.28
  Vanguard Windsor II Admiral 49.3B 14.13 7.13 10.64
  American Funds American Mutual A 42.31B 16.17 8.16 9.70
  Vanguard Value Index Adm 38.02B 17.31 9.16 10.42

Top Holdings

Name ISIN Weight % Last Change %
  Bollore FR0000039299 7.68 5.84 +0.52%
  Canadian Natural CA1363851017 6.56 48.71 +0.85%
  Samsung Electronics Co Pref KR7005931001 5.17 48,100 -1.43%
  Microsoft US5949181045 3.58 417.00 +1.00%
  P&G US7427181091 2.61 176.28 +2.04%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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