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 Dow Down 0.19% Nasdaq Up 0.45%

AMG Yacktman Service (YACKX)

24.58 Down 0.03(0.12%) Jul 30
Prev Close:24.61
YTD Return*:4.76%
Net Assets*:14.16B
Yield*:0.83%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
PEP7.978.94
FOXA6.540.73
PG6.35-1.09
KO4.793.85
MSFT4.5913.42

Fund Basics

Morningstar Overall Rating:
Total Assets:14.16B
Category:Large Blend
Annual Report Expense Ratio (net):0.74%

Performance & Risk

YTD Return:4.76%
5y Avg Return:18.22%
Rank in Category (ytd):88
% Rank in Category (ytd):5.36%
Beta (3y):0.69
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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