Amg Yacktman Fund Quote
| YACKX Fund | USD 25.86 0.11 0.43% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Amg Yacktman is trading at 25.86 as of the 25th of November 2024; that is 0.43 percent increase since the beginning of the trading day. The fund's open price was 25.75. Amg Yacktman has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Amg Yacktman Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests primarily in domestic equity securities. It also may invest in foreign equity securities, including emerging market securities, and debt securities. The fund may invest up to 30 percent of its assets in foreign equity securities. Its investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks and ADRs. More on Amg Yacktman Fund
Moving together with Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Value Funds, Large Value, AMG Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Amg Yacktman Fund [YACKX] is traded in USA and was established 25th of November 2024. Amg Yacktman is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of AMG Funds family. This fund at this time has accumulated 8.19 B in net assets with minimum initial investment of 100 K. Amg Yacktman is currently producing year-to-date (YTD) return of 8.65% with the current yeild of 0.02%, while the total return for the last 3 years was 5.17%.
Check Amg Yacktman Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Amg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Amg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Amg Yacktman Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Amg Yacktman Fund Mutual Fund Constituents
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| DIS | Walt Disney | Stock | Communication Services | |
| FOXA | Fox Corp Class | Stock | Communication Services | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| NWSA | News Corp A | Stock | Communication Services | |
| PEP | PepsiCo | Stock | Consumer Staples |
Amg Yacktman Top Holders
| RELAX | Fundx Servative Upgrader | Mutual Fund | Tactical Allocation | |
| SRIFX | Fundx Sustainable Impact | Mutual Fund | Large Growth |
Amg Yacktman Risk Profiles
| Mean Deviation | 0.4408 | |||
| Semi Deviation | 0.4952 | |||
| Standard Deviation | 0.5835 | |||
| Variance | 0.3404 |
Amg Yacktman Against Markets
Other Information on Investing in Amg Mutual Fund
Amg Yacktman financial ratios help investors to determine whether Amg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Amg with respect to the benefits of owning Amg Yacktman security.
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