Nasdaq - Delayed Quote USD

AMG Yacktman Global I (YFSIX)

15.08
+0.06
+(0.40%)
At close: 8:04:32 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
250
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • RBC Wealth Management-Advisory Eligible
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

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. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade (high yield or junk bonds). The fund is non-diversified.

Fund Overview

Category World Small/Mid Stock
Fund Family AMG Funds
Net Assets 150.95M
YTD Return 3.76%
Yield 2.79%
Morningstar Rating
Inception Date Jan 30, 2017

Performance & Risk

YTD Return 6.11%
5y Average Return 12.87%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

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