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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: $26.50 on 9/29/2014, Change: -0.02 (-0.08%)

 

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

Fund Manager Information

Fund Manager Tenure: 17.4 years
Fund Family: AMG Funds
Fund Category: Large Blend
Fund Performance: Aug 30, 2014
Fundmojo Fund Grade: B (Score: 0.6)     (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 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 Aug 30, 2014

  • AMG Yacktman Focused Service Fund (YAFFX) management has been with AMG Yacktman Focused Service Fund for 17.4 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 a Morningstar rating of 4 and above
  • AMG Yacktman Focused Service Fund (YAFFX) has an annual stock turnover rate of 17.00% vs Large Blend average of 41.96%. 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 8.74, lower than category average of 12.39
  • 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 Aug 30, 2014

  • AMG Yacktman Focused Service Fund (YAFFX) has a less-than-ideal short-term performance (1-year return 14.70% vs 23.95% Large Blend category median performance)
  • AMG Yacktman Focused Service Fund (YAFFX) has a less-than-ideal mid-term performance (3-year return 15.29% vs 19.40% Large Blend category median performance)
  • AMG Yacktman Focused Service Fund (YAFFX) has a less-than-ideal Long-term performance (5-year return 15.08% vs 15.47% Large Blend category median performance)
  • AMG Yacktman Focused Service Fund (YAFFX) has a higher expense ratio of 1.25% than its Large Blend average of 1.08%
  • 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 Aug 30, 2014

 

What do you think?

 

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 Service6.2414.7015.2915.08
Bright Rock Quality Large Cap Investor (BQLIX)9.6122.2821.120Compare
Fidelity Spartan Total Market Index F (FFSMX)9.2224.6420.5917.25Compare
Hennessy Cornerstone Large Growth Instl (HILGX)12.4929.3819.6318.21Compare

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
First Trust Large Cap Core AlphaDEX (FEX)10.07%26.31%20.63%
Rydex S&P Equal Weight (RSP)10.40%26.05%21.41%
Madrona Domestic ETF (FWDD)9.45%25.94%22.21%
Vanguard Russell 1000 Index ETF (VONE)9.83%25.38%20.68%
Vanguard S&P 500 ETF (VOO)9.76%25.33%20.61%

 

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
08/2014$11.32B
07/2014$11.51B
06/2014$11.83B
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
06/201416%79.91%0%0.01%
03/201417.81%80.03%0%0.22%
12/201320.54%79.37%0%0%
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

Jun 29, 2014
Pepsico, Inc. Common Stock [10.32%]
Procter & Gamble Company (The) [8.22%]
Coca-Cola Company (The) Common [7.16%]
Cisco Systems, Inc. [5.24%]
Twenty-First Century Fox, Inc. [4.78%]
Microsoft Corporation [4.23%]
Samsung Electnc Pfd [4.08%]
Sysco Corporation Common Stock [4.08%]
Oracle Corporation Common Stock [3.84%]
Johnson & Johnson Common Stock [2.92%]

Mar 30, 2014
Pepsico, Inc. Common Stock [10.58%]
Procter & Gamble Company (The) [7.73%]
Coca-Cola Company (The) Common [6.62%]
Twenty-First Century Fox, Inc. [6.18%]
Cisco Systems, Inc. [4.79%]
Microsoft Corporation [4.21%]
Sysco Corporation Common Stock [3.99%]
Oracle Corporation Common Stock [3.93%]
Stryker Corporation Common Stoc [3.35%]
Johnson & Johnson Common Stock [3.2%]

Dec 30, 2013
Pepsico, Inc. Common Stock [9.62%]
Procter & Gamble Company (The) [7.26%]
Twenty-First Century Fox, Inc. [6.95%]
Coca-Cola Company (The) Common [6.72%]
Cisco Systems, Inc. [4.69%]
Microsoft Corporation [4.14%]
Sysco Corporation Common Stock [3.9%]
Oracle Corporation Common Stock [3.6%]
C.R. Bard, Inc. Common Stock [3.37%]
Stryker Corporation Common Stoc [3.21%]
Click here for Stock Holding Change Map in AMG Yacktman Focused Service Fund (YAFFX)

  

Latest News on AMG Yacktman Focused Service (YAFFX) Fund

See what is happening with AMG Yacktman Focused Service Fund (YAFFX)

 

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

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