Amg Yacktman Focused Fund Quote

YAFFX Fund  USD 21.66  0.17  0.79%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 37

 
100  
 
Zero
Below Average
Amg Yacktman is trading at 21.66 as of the 28th of March 2024; that is 0.79 percent increase since the beginning of the trading day. The fund's open price was 21.49. Amg Yacktman has about a 37 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Amg Yacktman Focused are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests primarily in domestic and foreign equity securities. Its investments in foreign equity securities may include emerging market securities. The fund also may invest in debt securities. Its investments in debt securities may include U.S. More on Amg Yacktman Focused

Moving together with Amg Mutual Fund

  0.92MSSCX Amg Frontier Small Steady GrowthPairCorr
  0.92MSSVX Amg Frontier SmallPairCorr
  0.88MSSYX Amg Frontier Small Steady GrowthPairCorr

Amg Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Amg Yacktman's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Amg Yacktman or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAMG Funds, Large Value Funds, Large Value, AMG Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Amg Yacktman Focused [YAFFX] is traded in USA and was established 28th of March 2024. Amg Yacktman is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of AMG Funds family. This fund at this time has accumulated 3.62 B in net assets with no minimum investment requirementsAmg Yacktman Focused is currently producing year-to-date (YTD) return of 6.34% with the current yeild of 0.01%, while the total return for the last 3 years was 7.07%.
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 Focused 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 Focused Mutual Fund Constituents

CSCOCisco SystemsStockInformation Technology
BKNGBooking HoldingsStockConsumer Discretionary
DISWalt DisneyStockCommunication Services
FOXFox Corp ClassStockCommunication Services
GOOGAlphabet Class CStockCommunication Services
JNJJohnson JohnsonStockHealth Care
MSFTMicrosoftStockInformation Technology
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Amg Yacktman Target Price Odds Analysis

Based on a normal probability distribution, the odds of Amg Yacktman jumping above the current price in 90 days from now is about 1.48%. The Amg Yacktman Focused probability density function shows the probability of Amg Yacktman mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Amg Yacktman Focused has a beta of -0.069. This entails as returns on benchmark increase, returns on holding Amg Yacktman are expected to decrease at a much lower rate. During the bear market, however, Amg Yacktman Focused is likely to outperform the market. Additionally, amg Yacktman Focused has an alpha of 0.1308, implying that it can generate a 0.13 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 21.66HorizonTargetOdds Above 21.66
98.48%90 days
 21.66 
1.48%
Based on a normal probability distribution, the odds of Amg Yacktman to move above the current price in 90 days from now is about 1.48 (This Amg Yacktman Focused probability density function shows the probability of Amg Mutual Fund to fall within a particular range of prices over 90 days) .

Amg Yacktman Focused Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Amg Yacktman market risk premium is the additional return an investor will receive from holding Amg Yacktman long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Amg Yacktman. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Amg Yacktman's alpha and beta are two of the key measurements used to evaluate Amg Yacktman's performance over the market, the standard measures of volatility play an important role as well.

Amg Yacktman Against Markets

Picking the right benchmark for Amg Yacktman mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Amg Yacktman mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Amg Yacktman is critical whether you are bullish or bearish towards Amg Yacktman Focused at a given time. Please also check how Amg Yacktman's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Amg Yacktman without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Amg Mutual Fund?

Before investing in Amg Yacktman, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Amg Yacktman. To buy Amg Yacktman fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Amg Yacktman. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Amg Yacktman fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Amg Yacktman Focused fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Amg Yacktman Focused fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Amg Yacktman Focused, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Amg Yacktman Focused?

The danger of trading Amg Yacktman Focused is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Amg Yacktman is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Amg Yacktman. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Amg Yacktman Focused is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Amg Yacktman Focused. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the Amg Yacktman Focused information on this page should be used as a complementary analysis to other Amg Yacktman's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for Amg Mutual Fund analysis

When running Amg Yacktman's price analysis, check to measure Amg Yacktman's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Amg Yacktman is operating at the current time. Most of Amg Yacktman's value examination focuses on studying past and present price action to predict the probability of Amg Yacktman's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Amg Yacktman's price. Additionally, you may evaluate how the addition of Amg Yacktman to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Amg Yacktman's value and its price as these two are different measures arrived at by different means. Investors typically determine if Amg Yacktman is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Amg Yacktman's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.