YFSNX - AMG Yacktman Global Fund

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AMG Yacktman Global Fund

One Stamford Plaza, 263 Tresser Boulevard, Suite 949

AMG Funds

Management Information
,Lead Manager since January 29, 2017
Mr. Stephen Yacktman is Chief Investment Officer, Partner, and Portfolio Manager at Yacktman Asset Management. He joined Yacktman Asset Management in 1993. He has been co-manager for AMG Yacktman Focused Fund and AMG Yacktman Fund since 2002 and AMG Yacktman Global Fund since inception. Between 1996 and 2005 he helped build 1-800 CONTACTS from a startup to the leading seller of contact lenses in the world. He was a member of the 1-800 CONTACTS board and served as chair of the audit and compensation committees. In 2006 he was named Co-Chief Investment Officer of Yacktman Asset Management. Stephen was a finalist for Morningstar’s Domestic-Stock Manager of the Year award in 2011. He graduated from Brigham Young University with an economics degree and MBA. Stephen is a member of the Management Committee of the firm.
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

CategoryWorld Large-Stock Value
Fund FamilyAMG Funds
Net Assets175.16M
YTD Return4.15%
Morningstar Rating★★★★★
Inception DateJan 29, 2017

Fund Operations

Last Dividend0.55
Last Cap Gain6.00
Holdings Turnover11.00%
Average for CategoryN/A

Fees & Expenses

ExpenseYFSNXCategory Average
Annual Report Expense Ratio (net)1.13%1.07%
Prospectus Net Expense Ratio1.13%N/A
Prospectus Gross Expense Ratio1.17%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.19%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A