Dow Up 0.35% Nasdaq Down 0.02%

AMG Yacktman Service (YACKX)

24.88 Down 0.02(0.08%) Aug 20
Prev Close:24.90
YTD Return*:3.06%
Net Assets*:13.74B
Yield*:0.85%

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
PEP8.207.71
PG6.050.16
FOXA5.20-8.83
KO5.09-3.41
CSCO4.8313.91

Fund Basics

Morningstar Overall Rating:
Total Assets:13.74B
Category:Large Blend
Annual Report Expense Ratio (net):0.74%

Performance & Risk

YTD Return:3.06%
5y Avg Return:16.04%
Rank in Category (ytd):83
% Rank in Category (ytd):5.06%
Beta (3y):0.68
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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