YACKX : AMG Yacktman Fund Class I

YACKX is a US Stocks Market Large Value with MODERATE fees.

YACKX

AMG Yacktman Fund Class I

FI Score

68 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

68% FI Score
  • yackx
  • Mutual Fund
  • US Stocks
  • Large Value

AMG Yacktman Fund Class I

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and, to a lesser extent, current income. The fund invests primarily in domestic equity securities. It also may invest in foreign equity securities, including emerging market securities, and debt securities. The fund may invest up to 30% of its assets in foreign equity securities. Its investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks and ADRs. It may invest up to 20% of its assets in such debt securities, including junk bonds, in any proportion provided that the total invested does not exceed the 20% threshold.

Largest Holdings

Amount Holding
9.21% Samsung Electronics Co Ltd Participating Preferred
4.44% Bollore SA
3.33% Johnson & Johnson
3.25% PepsiCo Inc
3.20% Microsoft Corp
3.20% Continental AG
3.03% The Walt Disney Co
3.02% Fox Corp Class A
2.70% Procter & Gamble Co
2.68% Booking Holdings Inc
2.59% Oracle Corp
2.56% Alphabet Inc Class C
2.47% Sysco Corp
2.25% Coca-Cola Co
2.21% Brenntag AG
2.12% Macy's Inc
1.82% News Corp A
1.81% Cognizant Technology Solutions Corp A
1.80% State Street Corporation
1.73% Associated British Foods PLC
1.68% Weatherford International Ltd Bermuda 11%
1.63% U.S. Bancorp
1.49% Cisco Systems Inc
1.48% Wells Fargo & Co
1.47% Beiersdorf AG ADR

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