AMG Yacktman Focused Fund (YAFFX) 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 YAFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to YAFFX
YAFFX charges 1.25% annually. There are 291 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 | YAFFX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | YAFFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | YAFFX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | YAFFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | YAFFX vs TILVX |
Best Risk-Adjusted Alternatives to YAFFX
YAFFX has a PortfoliosLab risk / return rank of 14. There are 297 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 | YAFFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | YAFFX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | YAFFX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | YAFFX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | YAFFX vs AVLVX |
Top Performing YAFFX Alternatives (YTD)
YAFFX is at 23.48% YTD. There is 1 mutual fund in the Large Cap Value Equities category with a higher YTD return, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | YAFFX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | YAFFX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | YAFFX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | YAFFX vs NPRTX | |
| Eaton Vance Tax Managed Value Fund | 19.96% | — | Dec 1999 | YAFFX vs EATVX |
Lowest Volatility Alternatives to YAFFX
YAFFX has 22.86% 1-year volatility. There are 320 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | YAFFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | YAFFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | YAFFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | YAFFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | YAFFX vs TMMAX |
Lowest Drawdown Alternatives to YAFFX
YAFFX has a 1-year max drawdown of -17.08%. There are 318 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 | YAFFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | YAFFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | YAFFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | YAFFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | YAFFX vs SVAIX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, MBDFX, YFSIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 8 | 14.69% | — | Jul 1992 | YAFFX vs YACKX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 15 | -0.16% | — | Apr 1993 | YAFFX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 19 | 22.44% | — | Jan 2017 | YAFFX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 4 | 2.31% | — | Mar 2007 | YAFFX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -8.03% | — | Jan 1991 | YAFFX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.38% | — | Mar 2005 | YAFFX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 3.07% | — | Jun 2005 | YAFFX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.74% | — | Aug 1992 | YAFFX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 42 | 24.85% | — | Apr 1987 | YAFFX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 71 | 15.33% | — | Dec 1985 | YAFFX vs BRWIX |
Often Compared With YAFFX
Investors most often compare YAFFX with IVE, AKREX, CZA. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare YAFFX with Any Fund or Stock
Compare YAFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair YAFFX with funds that move differently
AMG Yacktman Focused Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to YAFFX.
Explore YAFFX Diversifiers