YACKX - AMG Yacktman I

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AMG Yacktman I

AMG Funds600 Steamboat Road, Suite 300Greenwich, Connecticut 06830
Management Information
Stephen A. Yacktman,Lead Manager since December 30, 2002
STEPHEN YACKTMAN Mr. Yacktman is Chief Investment Officer, Partner, and Portfolio Manager of Yacktman Asset Management. He joined Yacktman Asset Management in 1993 as an analyst and has been co-manager for AMG Yacktman Focused Fund and AMG Yacktman Fund since 2002. In 2006 he was named Co-Chief Investment Officer and Senior Vice President 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. He 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

CategoryLarge Blend
Fund FamilyAMG Funds
Net Assets8.73B
YTD Return18.23%
Morningstar Rating★★★★
Inception DateJul 5, 1992

Fund Operations

Last Dividend0.41
Last Cap Gain0.00
Holdings Turnover4.00%
Average for CategoryN/A

Fees & Expenses

ExpenseYACKXCategory Average
Annual Report Expense Ratio (net)0.71%0.99%
Prospectus Net Expense Ratio0.76%N/A
Prospectus Gross Expense Ratio0.76%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.75%
3 Yr Expense Projection242N/A
5 Yr Expense Projection421N/A
10 Yr Expense Projection939N/A