Amg Yacktman Special Fund Quote
| YASLX Fund | USD 11.01 0.01 0.09% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Amg Yacktman is trading at 11.01 as of the 2nd of December 2024; that is 0.09% down since the beginning of the trading day. The fund's open price was 11.02. Amg Yacktman has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Amg Yacktman Special are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The funds investment strategy consists of purchasing securities where the Subadviser believes the current market price offers a meaningful discount to intrinsic value . It invests primarily in domestic and foreign equity securities, including emerging market securities, of any market capitalization range. More on Amg Yacktman Special
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Moving against Amg Mutual Fund
Amg Mutual Fund Highlights
| Fund Concentration | AMG Funds, Large Funds, Foreign Small/Mid Value Funds, Foreign Small/Mid Value, AMG Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Amg Yacktman Special [YASLX] is traded in USA and was established 2nd of December 2024. Amg Yacktman is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Value category and is part of AMG Funds family. This fund at this time has accumulated 37.29 M in net assets with no minimum investment requirementsAmg Yacktman Special is currently producing year-to-date (YTD) return of 3.55% with the current yeild of 0.06%, while the total return for the last 3 years was -1.51%.
Check Amg Yacktman Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Amg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Amg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Amg Yacktman Special Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Amg Yacktman Special Mutual Fund Constituents
| CRMT | Americas Car Mart | Stock | Consumer Discretionary | |
| FOXA | Fox Corp Class | Stock | Communication Services | |
| EAF | GrafTech International | Stock | Industrials | |
| RDI | Reading International | Stock | Communication Services | |
| UHAL | U Haul Holding | Stock | Industrials | |
| CSVI | Computer Services | OTC Stock | Information Technology | |
| PDER | Pardee Resources Co | Pink Sheet | Oil & Gas Equipment & Services | |
| RHDGF | Retail Holdings NV | Pink Sheet | Consumer Discretionary |
Amg Yacktman Special Risk Profiles
| Mean Deviation | 0.5106 | |||
| Standard Deviation | 0.6686 | |||
| Variance | 0.4471 | |||
| Risk Adjusted Performance | (0.05) |
Amg Yacktman Against Markets
Other Information on Investing in Amg Mutual Fund
Amg Yacktman financial ratios help investors to determine whether Amg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Amg with respect to the benefits of owning Amg Yacktman security.
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