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Morningstar

AMG Yacktman I YACKX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
20.75  /  2.67 %
Total Assets
7.6 Bil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
Average
Longest Manager Tenure
19.76 years
Category
Large Value
Investment Style
Large Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.30%
Turnover
15%

Morningstar’s Fund Analysis YACKX

Will YACKX outperform in 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.

Waiting for a better pitch.

Senior Analyst

Summary

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AMG Yacktman earns a Morningstar Analyst Rating of Silver for its capable team and unique investment process.

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