Dow Up 0.08% Nasdaq Down 0.30%

AMG Yacktman Service (YACKX)

25.10 Down 0.01(0.04%) Sep 19
Prev Close:25.11
YTD Return*:6.29%
Net Assets*:14.03B
Yield*:0.82%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
PEP8.2012.98
PG6.054.25
FOXA5.202.52
KO5.092.28
CSCO4.8313.37

Fund Basics

Morningstar Overall Rating:
Total Assets:14.03B
Category:Large Blend
Annual Report Expense Ratio (net):0.74%

Performance & Risk

YTD Return:6.29%
5y Avg Return:15.42%
Rank in Category (ytd):85
% Rank in Category (ytd):5.22%
Beta (3y):0.72
Morningstar Risk Rating:1

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 and debt securities. The fund may invest up to 20% 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. View More
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