AMG Yacktman earns a Morningstar Analyst Rating of Silver because of its skilled team and flexible yet disciplined process.
- NAV / 1-Day Return 22.18 / 0.00
- Total Assets 8.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.720%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.45%
- Turnover 11%
Morningstar’s Analysis YACKX
Will YACKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 58
- Bond Holdings 1
- Other Holdings 1
- % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Cash And Cash Equivalents
10.54
849,505,764
Cash and Equivalents