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Morningstar

AMG Yacktman I YACKX

Morningstar Analyst Rating
Analyst rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 22.41  /  0.99 %
  • Total Assets 8.4 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.40%
  • Turnover 15%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:24 PM GMT+00:00

Morningstar’s 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

| by Adam Sabban

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

Unlock our full analysis with Morningstar Investor