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AMG Yacktman Global Fund - Class I (YFSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.02+0.09 (+0.60%)
At close: 08:06AM EST

AMG Yacktman Global Fund - Class I

AMG Funds

One Stamford Plaza, 263 Tresser Boulevard, Suite 9

Management Information
Adam P. Sues,Lead Manager since April 30, 2021
Mr. Sues joined Yacktman in August 2013, after graduating with an MBA from University of North Carolina’s Kenan-Flagler Business School. From 2010-2013, he ran Value Uncovered, an investment website focused on value-oriented research and fundamental analysis. Prior to business school (2009-2011), he worked at rPath, Inc. as a Business Analyst and Sales Manager.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyAMG Funds
Net Assets171.01M
YTD Return-3.18%
Morningstar Rating★★★
Inception DateJan 29, 2017

Fund Operations

Last Dividend0.24
Last Cap Gain0.00
Holdings Turnover27.00%
Average for CategoryN/A

Fees & Expenses

ExpenseYFSIXCategory Average
Annual Report Expense Ratio (net)0.93%0.84%
Prospectus Net Expense Ratio0.93%N/A
Prospectus Gross Expense Ratio0.99%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection304N/A
5 Yr Expense Projection536N/A
10 Yr Expense Projection1,203N/A