About YAFFX
AMG Yacktman Focused Fund Class N is an actively managed mutual fund that seeks long-term capital appreciation, with a secondary goal of current income. The fund predominantly invests in a concentrated portfolio of domestic and international equity securities, including a selective allocation to companies based in emerging markets. It may also hold a portion of its assets in debt securities, such as U.S. Treasury notes, investment-grade and high-yield corporate bonds, and convertible debt. As a non-diversified fund, it typically focuses on a smaller number of high-conviction holdings, which can lead to differentiated performance from broader market benchmarks.
With a history dating back to 1997, the fund has developed a reputation for its disciplined, value-oriented investment approach. Its portfolio generally features significant allocations to sectors like technology, energy, consumer defensive, and financial services, with top holdings often including large-cap names and select international companies. The fund’s strategy emphasizes fundamental analysis and aims to invest in businesses the managers believe are undervalued relative to their long-term prospects. This approach makes AMG Yacktman Focused Fund Class N a recognized player among large value funds in the financial market, appealing to investors seeking strategic stock selection and potential risk-adjusted returns over time.
Fund Family AMG Funds
Category World Large-Stock Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol YAFFX
Share Class Class N
Index Russell 1000 Value TR
YAFFX had a total return of 35.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.40%.
