AMG Yacktman Service (YACKX) Fund Ranking and Research

Ranking, Research and Recommendation of AMG Yacktman Service (YACKX) Fund

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Fund Manager - Stephen A. Yacktman

Fund Manager Information

Fund Manager Tenure: 16.1 years
Fund Family: AMG Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)
Honorable Mentioning: US News (2011),
Yacktman is president of Yacktman Asset Management, a company he formed in March 1992. From 1983 to 1992, he managed Selected American Shares, for which he was named Morningstar's 1991 Portfolio Manager of the Year. Prior to that, he was a portfolio manager at Stein Roe & Farnham from 1968 to 1982 and a partner at that firm from 1974 to 1982. He also has spent time at Continental Bank. Yacktman is a member of the Financial Analysts Society of Chicago.  Get more insights on Stephen A. Yacktman

 

AMG Yacktman Service Fund (YACKX) Profile

Fund Profile and Description

AMG Yacktman Service Fund seeks long-term growth of capital; current income is secondary. AMG Yacktman Service Fund invests in both domestic and foreign equity securities and debt securities. It invests up to 20% of assets in foreign equity securities and this 20% limit does not apply to investments in the form of American Depositary Receipts (ADRs). AMG Yacktman Service Fund's investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks and ADRs. Its investments in debt securities may include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade (high yield or junk bonds).

 

 What we like about AMG Yacktman Service (YACKX) Fund

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

• AMG Yacktman Service Fund (YACKX) management has been with AMG Yacktman Service Fund for 16.1 years
• AMG Yacktman Service Fund (YACKX) has good short-term performance (1-year return 2.25% vs -1.15% Large Blend category median performance)
• AMG Yacktman Service Fund (YACKX) ratio of up-years vs down years is greater than 2
• AMG Yacktman Service Fund (YACKX) has a Morningstar rating of 4 and above
• AMG Yacktman Service Fund (YACKX) has an annual stock turnover rate of 3.00% vs Large Blend average of 53.12%. It is good that AMG Yacktman Service management does not trade extensively for its return.
• AMG Yacktman Service Fund (YACKX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.37, lower than category average of 11.67
• AMG Yacktman Service Fund (YACKX) has a lower expense ratio than its Large Blend average: 0.72% vs 1.02%
• AMG Yacktman Service Fund (YACKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about AMG Yacktman Service (YACKX) Fund

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

• AMG Yacktman Service Fund (YACKX) has a less-than-ideal mid-term performance (3-year return 6.74% vs 9.43% Large Blend category median performance)
• AMG Yacktman Service Fund (YACKX) has a less-than-ideal Long-term performance (5-year return 9.00% vs 10.15% Large Blend category median performance)
• AMG Yacktman Service Fund (YACKX) is less safe compared to its Large Blend peers

See AMG Yacktman Service Fund (YACKX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
AMG Yacktman Service	5.51	2.25	6.74	9.00
Bright Rock Quality Large Cap Instl (BQLCX)	7.75	5.98	10.46	11.67	Compare
Fidelity Spartan Total Market Index F (FFSMX)	3.37	0.14	10.45	11.10	Compare
Voya Russell Large Cap Index Port S2 (IRLUX)	2.55	1.29	10.39	11.09	Compare

See top fund managers for Large Blend Category Funds

 

Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)	3.23%	4.23%	10.80%
ProShares Large Cap Core Plus (CSM)	4.27%	2.27%	11.72%
iShares Russell Top 200 (IWL)	2.28%	1.75%	11.00%
Vanguard Mega Cap ETF (MGC)	3.22%	1.57%	10.85%
iShares Core S&P 500 (IVV)	3.54%	1.57%	10.97%

 

AMG Yacktman Service (YACKX) Fund Net Asset

Track net asset change of AMG Yacktman Service fund (YACKX)

Date	Net Asset
05/2016	$8.83B
03/2016	$8.88B
02/2016	$8.49B

More historic net asset information on AMG Yacktman Service Fund (YACKX)

  

AMG Yacktman Service (YACKX) Fund Portfolio Allocation

Track portfolio allocation change of AMG Yacktman Service fund (YACKX)

Date	Cash	Stock	Bond	Other
03/2016	17.01%	81.62%	1.37%	0%
12/2015	16.33%	82.53%	1.14%	0%
09/2015	17.93%	82.07%	0%	0%

Click here to see more historic asset allocation information on AMG Yacktman Service Fund (YACKX)

 

Top 10 Holdings in AMG Yacktman Service (YACKX) Fund

Discover what AMG Yacktman Service Fund (YACKX) manager is buying

Mar 30, 2016 Pepsico, Inc. Common Stock [7.62%] Procter & Gamble Company (The) [7.6%] Twenty-First Century Fox, Inc. [6.28%] Cisco Systems, Inc. [4.94%] Coca-Cola Company (The) Common [4.91%] Oracle Corporation Common Stock [4.84%] Sysco Corporation Common Stock [4.79%] Microsoft Corporation [4.48%] Johnson & Johnson Common Stock [4.39%] Twenty-First Century Fox, Inc. [2.83%]

Dec 30, 2015 Procter & Gamble Company (The) [8.16%] Pepsico, Inc. Common Stock [7.93%] Twenty-First Century Fox, Inc. [5.95%] Cisco Systems, Inc. [4.91%] Oracle Corporation Common Stock [4.9%] Sysco Corporation Common Stock [4.9%] Coca-Cola Company (The) Common [4.9%] Microsoft Corporation [4.59%] Johnson & Johnson Common Stock [4.13%] Twenty-First Century Fox, Inc. [2.8%]

Sep 29, 2015 Procter & Gamble Company (The) [8.48%] Pepsico, Inc. Common Stock [8.24%] Twenty-First Century Fox, Inc. [5.7%] Coca-Cola Company (The) Common [4.93%] Oracle Corporation Common Stock [4.89%] Sysco Corporation Common Stock [4.83%] Cisco Systems, Inc. [4.8%] Microsoft Corporation [4.09%] Johnson & Johnson Common Stock [3.42%] Twenty-First Century Fox, Inc. [2.7%]

Click here for Stock Holding Change Map in AMG Yacktman Service Fund (YACKX)

  

Latest News on AMG Yacktman Service (YACKX) Fund

See what is happening with AMG Yacktman Service Fund (YACKX)

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See more information on AMG Yacktman Service (YACKX) Fund

Popular pages on AMG Yacktman Service (YACKX) Fund

• AMG Yacktman Service (YACKX) Fund Research and Recommendation
• AMG Yacktman Service (YACKX) Fund Performance Data
• AMG Yacktman Service (YACKX) Fund Manager Information
• Historic AMG Yacktman Service (YACKX) Fund Asset Allocation Report
• Historic AMG Yacktman Service (YACKX) Fund Top 10 Holding Tracking
• Historic AMG Yacktman Service (YACKX) Fund Asset Under Management Tracking