Amg Yacktman Focused Fund Quote
| YAFIX Fund | USD 21.50 0.08 0.37% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Amg Yacktman is trading at 21.50 as of the 26th of November 2024; that is 0.37 percent increase since the beginning of the trading day. The fund's open price was 21.42. Amg Yacktman has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Amg Yacktman Focused are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
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. More on Amg Yacktman Focused
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 Focused [YAFIX] is traded in USA and was established 26th 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 3.62 B in net assets with minimum initial investment of 100 K. Amg Yacktman Focused is currently producing year-to-date (YTD) return of 4.68% with the current yeild of 0.01%, while the total return for the last 3 years was 4.14%.
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 Focused 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 Focused Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| DIS | Walt Disney | Stock | Communication Services | |
| FOX | 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 |
Amg Yacktman Top Holders
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity |
Amg Yacktman Focused Risk Profiles
| Mean Deviation | 0.445 | |||
| Standard Deviation | 0.603 | |||
| Variance | 0.3636 | |||
| Risk Adjusted Performance | (0.02) |
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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