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AMG Yacktman Focused Service (YAFFX) Fund Ranking and Research

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

    Last Trade: $24.62 on 7/31/2015, Change: +0.03 (0.12%)

 

Graph of AMG Yacktman Focused Service Fund (YAFFX) ManagerFund Manager - Donald A. Yacktman

Fund Manager Information

Fund Manager Tenure: 18.3 years
Fund Family: AMG Funds
Fund Category: Large Blend
Fund Performance: May 30, 2015
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
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 Donald A. Yacktman

 

Graph of AMG Yacktman Focused Service Fund (YAFFX) ProfileAMG Yacktman Focused Service Fund (YAFFX) Profile

Fund Profile and Description

AMG Yacktman Focused Service Fund seeks long-term growth of capital; current income is secondary. AMG Yacktman Focused Service Fund invests in domestic and foreign equity securities and debt securities. It can invest up to 20% of assets in foreign equity securities. This 20% limit does not apply to investments in the form of American Depositary Receipts (ADRs). Its investments in equity securities can include common stocks, preferred stocks, convertible preferred stocks, warrants, options and ADRs. Debt securities can include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade. AMG Yacktman Focused Service Fund is non-diversified.

 

AMG Yacktman Focused Service (YAFFX) Fund Strength What we like about AMG Yacktman Focused Service (YAFFX) Fund

Data for AMG Yacktman Focused Service Fund (YAFFX) as of May 30, 2015

  • AMG Yacktman Focused Service Fund (YAFFX) management has been with AMG Yacktman Focused Service Fund for 18.3 years
  • AMG Yacktman Focused Service Fund (YAFFX) ratio of up-years vs down years is greater than 2
  • AMG Yacktman Focused Service Fund (YAFFX) has an annual stock turnover rate of 16.00% vs Large Blend average of 43.65%. It is good that AMG Yacktman Focused Service management does not trade extensively for its return.
  • AMG Yacktman Focused Service Fund (YAFFX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.81, lower than category average of 8.84
  • AMG Yacktman Focused Service Fund (YAFFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AMG Yacktman Focused Service Fund (YAFFX) Weakness What we are cautious about AMG Yacktman Focused Service (YAFFX) Fund

Data for AMG Yacktman Focused Service Fund (YAFFX) as of May 30, 2015

  • AMG Yacktman Focused Service Fund (YAFFX) has a less-than-ideal short-term performance (1-year return 3.52% vs 10.55% Large Blend category median performance)
  • AMG Yacktman Focused Service Fund (YAFFX) has a less-than-ideal mid-term performance (3-year return 14.08% vs 18.99% Large Blend category median performance)
  • AMG Yacktman Focused Service Fund (YAFFX) has a less-than-ideal Long-term performance (5-year return 12.83% vs 15.32% Large Blend category median performance)
  • AMG Yacktman Focused Service Fund (YAFFX) has a Morningstar rating of 3 and below
  • AMG Yacktman Focused Service Fund (YAFFX) is less safe compared to its Large Blend peers
  • AMG Yacktman Focused Service Fund (YAFFX) has a higher expense ratio of 1.22% than its Large Blend average of 1.04%
  • Asset base in AMG Yacktman Focused Service Fund (YAFFX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See AMG Yacktman Focused Service Fund (YAFFX) performance details as of May 30, 2015

 

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Compare AMG Yacktman Focused Service Fund (YAFFX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AMG Yacktman Focused Service-2.593.5214.0812.83
Fidelity Spartan Total Market Index F (FFSMX)3.7111.8419.8516.56Compare
Franklin Focused Core Equity A (FCEQX)7.6215.6423.9416.05Compare
Hennessy Cornerstone Large Growth Instl (HILGX)2.3810.2720.1416.12Compare

See top fund managers for Large Blend Category Funds

 

Compare AMG Yacktman Focused Service Fund (YAFFX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares KLD 400 Social Index (DSI)2.28%9.93%19.11%
ALPS Equal Sector Weight ETF (EQL)2.30%9.46%18.43%
First Trust Mega Cap Alphadex F (FMK)2.44%7.86%17.39%
Vanguard Dividend Appreciation ETF (VIG)0.45%7.27%15.75%
First Trust Value Line Equity Allc Index (FVI)3.12%3.38%16.39%

 

Graph of AMG Yacktman Focused Service Fund (YAFFX) Net Asset TrackingAMG Yacktman Focused Service (YAFFX) Fund Net Asset

Track net asset change of AMG Yacktman Focused Service fund (YAFFX)

DateNet Asset
05/2015$8.94B
04/2015$9.43B
03/2015$10.21B
More historic net asset information on AMG Yacktman Focused Service Fund (YAFFX)

  

Graph of AMG Yacktman Focused Service Fund (YAFFX) Portfolio TrackingAMG Yacktman Focused Service (YAFFX) Fund Portfolio Allocation

Track portfolio allocation change of AMG Yacktman Focused Service fund (YAFFX)

DateCashStockBondOther
03/201516.95%77.66%0%0.4%
12/201417.63%78.07%0%0.02%
09/201415.6%80.61%0%0.04%
Click here to see more historic asset allocation information on AMG Yacktman Focused Service Fund (YAFFX)

 

graph of AMG Yacktman Focused Service Fund (YAFFX) Top 10 Position TrackingTop 10 Holdings in AMG Yacktman Focused Service (YAFFX) Fund

Discover what AMG Yacktman Focused Service Fund (YAFFX) manager is buying

Mar 30, 2015
Procter & Gamble Company (The) [9.51%]
Pepsico, Inc. Common Stock [8.9%]
Coca-Cola Company (The) Common [6.67%]
Oracle Corporation Common Stock [6.36%]
Samsung Electnc Pfd [4.99%]
Cisco Systems, Inc. [4.96%]
Sysco Corporation Common Stock [4.73%]
Twenty-First Century Fox, Inc. [4.52%]
Twenty-First Century Fox, Inc. [4.12%]
Microsoft Corporation [3.07%]

Dec 30, 2014
Procter & Gamble Company (The) [9.61%]
Pepsico, Inc. Common Stock [8.68%]
Coca-Cola Company (The) Common [6.77%]
Oracle Corporation Common Stock [6.01%]
Cisco Systems, Inc. [5.45%]
Sysco Corporation Common Stock [4.51%]
Samsung Electnc Pfd [4.28%]
Twenty-First Century Fox, Inc. [4.23%]
Twenty-First Century Fox, Inc. [4.21%]
Microsoft Corporation [3.29%]

Sep 29, 2014
Click here for Stock Holding Change Map in AMG Yacktman Focused Service Fund (YAFFX)

  

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AMG Yacktman Focused Service Fund (YAFFX) Related ResourcesSee more information on AMG Yacktman Focused Service (YAFFX) Fund

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