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AMG Yacktman Service Fund (YACKX)

Fund performance review and position details on AMG Yacktman Service Fund (YACKX)

    Last Trade: $ on , Change: (0%)

AMG Yacktman Service Fund (YACKX) HighlightAMG Yacktman Service Fund (YACKX) Fund Summary

AMG Yacktman Service Fund (YACKX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: AMG Funds
Net Asset: $8.83B
Yield: 1.39%
Year-to-Date Return: 5.51%
Morningstar rating: 4

 

AMG Yacktman Service Fund (YACKX) CostAMG Yacktman Service Fund (YACKX) Cost

AMG Yacktman Service Fund (YACKX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Large Blend average): 0.72% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 3.00%

 

AMG Yacktman Service Fund (YACKX) PerformanceAMG Yacktman Service Fund (YACKX) Performance

Most current AMG Yacktman Service Fund (YACKX) Performance

1-month Performance (Large Blend category median performance): 0.82% (1.66%)
3-month Performance (Large Blend category median performance): 7.41% (8.92%)
1 Year Performance (Large Blend category median performance): 2.25% (-1.15%)
3 Year Performance (Large Blend category median performance): 6.74% (9.43%)
5 Year Performance (Large Blend category median performance): 9.00% (10.15%)
Number of Years of positive return: 18 years
Number of Years of negative return: 5 years
3 year Alpha (Large Blend category average): -1.7 (-1.74)
3 year Beta (Large Blend category average): 0.78 (1)
3 year Sharpe Ratio: 0.74
3 year Treynor: 8.59

AMG Yacktman Service Fund (YACKX) topholdingTop Stock Holdings in AMG Yacktman Service Fund (YACKX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Pepsico, Inc. Common Stock7.62%0.00%
Procter & Gamble Company (The) 7.6%0.00%
Twenty-First Century Fox, Inc.6.28%0.00%
Cisco Systems, Inc.4.94%0.00%
Coca-Cola Company (The) Common 4.91%0.00%
Oracle Corporation Common Stock4.84%0.00%
Sysco Corporation Common Stock4.79%0.00%
Microsoft Corporation4.48%0.00%
Johnson & Johnson Common Stock4.39%0.00%
Twenty-First Century Fox, Inc.2.83%0.00%
*Note: The price change will reset to 0 after the midnight

 

AMG Yacktman Service Fund (YACKX) Portfolio AllocationAMG Yacktman Service Fund (YACKX) Fund Portfolio Allocation

AMG Yacktman Service Fund (YACKX) Fund Portfolio Allocation data as of 03/2016

Stock81.62%
Bond1.37%
Cash17.01%
Other0%

 

AMG Yacktman Service Fund (YACKX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
AMG Yacktman Service2.256.749.00
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

AMG Yacktman Service Fund (YACKX) PerformanceOther Financial Data Web Sites on AMG Yacktman Service Fund (YACKX)

Addition research sites for AMG Yacktman Service Fund (YACKX)

 

AMG Yacktman Service Fund (YACKX) Related ResourcesSee more information on AMG Yacktman Service (YACKX) Fund

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