AMG Yacktman Fund Class I (YACKX) Research
The AMG Yacktman Fund Class I primarily focuses its investments on the equity securities of US-based companies. However, it also has the flexibility to allocate capital to international stocks, including those from developing (emerging) economies, and various fixed-income instruments. A maximum of 30% of the fund's total assets can be dedicated to foreign equity investments. The types of equity holdings it may acquire range from ordinary shares (common stocks), preferred shares, and convertible preferred shares to American Depositary Receipts (ADRs). Additionally, up to one-fifth (20%) of its assets can be directed towards debt instruments. This category may include higher-risk, high-yield bonds (commonly known as 'junk bonds'), with the understanding that the total investment in all debt securities must not exceed this 20% cap.
Market snapshot
- Symbol
- YACKX
- Price
- $26.23
- Day change
- 0.00%
- Market cap
- $7.6B
- 52-week range
- 22.07-27.32
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Baillie Gifford Emerging Markets Equities Fund Class K (BGKEX)
- The Gabelli Equity Trust Inc. (GAB)
- The Hartford Growth Opportunities Fund Class A (HGOAX)
- The Hartford Growth Opportunities Fund Class R4 (HGOSX)
- Hartford Schroders Emerging Markets Equity Fund Class R4 (HHHSX)
- MFS Growth Allocation Fund - Class A (MAGWX)
- Hartford Schroders Emerging Markets Equity Fund (SEMVX)
- Schwab Small-Cap Index Fund-Select Shares (SWSSX)
Open AMG Yacktman Fund Class I (YACKX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.