Morningstar

AMG Yacktman Fund Class I YACKX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 26.57  /  +0.38 %
  • Total Assets 7.3B
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.86%
  • Turnover 1%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:33 AM GMT+0

Morningstar’s Analysis YACKX

Will YACKX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable YACKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the YACKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of YACKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Continues to stand out in a good way.

Associate Director Adam Sabban

Adam Sabban

Associate Director

Summary

AMG Yacktman benefits from a skilled team and differentiated investment process.

by Adam Sabban
Rated on Published on

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Portfolio Holdings YACKX

More YACKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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