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Morningstar

AMG Yacktman Focused N YAFFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 19.48  /  0.15 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.10%
  • Turnover 19%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis YAFFX

Will YAFFX 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 YAFFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the YAFFX 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 YAFFX’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 Focused earns a Morningstar Analyst Rating of Silver for its capable team and unique investment process.

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