Amg Yacktman Special Fund Quote
| YASLX Fund | USD 10.72 0.06 0.56% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Amg Yacktman is trading at 10.72 as of the 18th of April 2024; that is 0.56% increase since the beginning of the trading day. The fund's open price was 10.66. Amg Yacktman has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 19th of March 2024 and ending today, the 18th of April 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
Moving together with Amg Mutual Fund
| 0.79 | SSEIX | Amg Southernsun Equity | PairCorr |
| 0.83 | FQUAX | Amg Fq Long | PairCorr |
| 0.76 | SSSFX | Amg Southernsun Small | PairCorr |
| 0.76 | SSSIX | Amg Southernsun Small | PairCorr |
| 0.83 | BRWIX | Amg Managers Brandywine | PairCorr |
| 0.88 | GWEIX | Amg Gwk Small | PairCorr |
| 0.87 | GWETX | Amg Gwk Small | PairCorr |
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 Concentration | AMG Funds, Large Funds, Foreign Small/Mid Value Funds, Foreign Small/Mid Value, AMG Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
Amg Yacktman Special [YASLX] is traded in USA and was established 18th of April 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 1.59% with the current yeild of 0.06%, while the total return for the last 3 years was -0.88%.
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 |
| TREC | Trecora Resources | Stock | Specialty Chemicals |
| UHAL | U Haul Holding | Stock | Industrials |
| CSVI | Computer Services | OTC Stock | Information Technology |
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 59.87%. The Amg Yacktman Special 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 has a beta of 0.6577. This entails as returns on the market go up, Amg Yacktman average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Amg Yacktman Special will be expected to be much smaller as well. Additionally, amg Yacktman Special has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Amg Yacktman to move above the current price in 90 days from now is about 59.87 (This Amg Yacktman Special probability density function shows the probability of Amg Mutual Fund to fall within a particular range of prices over 90 days) .
Amg Yacktman Special 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.
| Mean Deviation | 0.4994 | |||
| Semi Deviation | 0.6655 | |||
| Standard Deviation | 0.6477 | |||
| Variance | 0.4195 |
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 Special 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.Did you try this?
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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 Special 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 Special 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 Special, 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 Special?
The danger of trading Amg Yacktman Special 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 Special 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 Special. 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 bureau of economic analysis. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.