AMG Yacktman Fund (YACKX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with YACKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to YACKX
YACKX charges 0.71% annually. There are 132 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | YACKX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | YACKX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | YACKX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | YACKX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | YACKX vs TILVX |
Best Risk-Adjusted Alternatives to YACKX
YACKX has a PortfoliosLab risk / return rank of 86. There are 77 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | YACKX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | YACKX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | YACKX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | YACKX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | YACKX vs AVLVX |
Top Performing YACKX Alternatives (YTD)
YACKX is at 15.35% YTD. There are 88 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | YACKX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | YACKX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | YACKX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | YACKX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | YACKX vs YAFFX |
Lowest Volatility Alternatives to YACKX
YACKX has 11.69% 1-year volatility. There are 199 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | YACKX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | YACKX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | YACKX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | YACKX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | YACKX vs TMMAX |
Lowest Drawdown Alternatives to YACKX
YACKX has a 1-year max drawdown of -6.86%. There are 107 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | YACKX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | YACKX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | YACKX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | YACKX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | YACKX vs SVAIX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include MBDFX, YFSIX, ARSMX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 15 | -0.29% | — | Apr 1993 | YACKX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 19 | 22.44% | — | Jan 2017 | YACKX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 5 | 7.66% | — | Mar 2007 | YACKX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -4.39% | — | Jan 1991 | YACKX vs BLUEX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 8.16% | — | Jun 2005 | YACKX vs ARSVX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 7.57% | — | Mar 2005 | YACKX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -1.58% | — | Aug 1992 | YACKX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 30 | 23.48% | — | Apr 1987 | YACKX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 54 | 13.04% | — | Dec 1985 | YACKX vs BRWIX | |
| AMG River Road Dividend All Cap Value Fund | Large Cap Value Equities | 2 | 13.34% | — | Jun 2005 | YACKX vs ARDEX |
Often Compared With YACKX
Investors most often compare YACKX with SPY, TWEIX, DSEEX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare YACKX with Any Fund or Stock
Compare YACKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair YACKX with funds that move differently
AMG Yacktman Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to YACKX.
Explore YACKX Diversifiers