AMG Yacktman Focused Fund (YAFFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to YAFFX
YAFFX charges 1.25% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among YAFFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | YAFFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | YAFFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | YAFFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | YAFFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | YAFFX vs TILVX |
Best Risk-Adjusted Alternatives to YAFFX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | YAFFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | YAFFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | YAFFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | YAFFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | YAFFX vs VALAX |
Top Performing YAFFX Alternatives (YTD)
YAFFX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | YAFFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | YAFFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | YAFFX vs GQHPX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | YAFFX vs HFCVX | |
| Federated Hermes Strategic Value Dividend Fund | 8.28% | Mar 30, 2005 | YAFFX vs SVAIX |
Lowest Volatility Alternatives to YAFFX
YAFFX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | YAFFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | YAFFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | YAFFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | YAFFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | YAFFX vs ACIIX |
Lowest Drawdown Alternatives to YAFFX
YAFFX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | YAFFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | YAFFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | YAFFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | YAFFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | YAFFX vs PSECX |
Other Mutual Funds from AMG
Most popular AMG mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 10 | 4.19% | Jul 6, 1992 | YAFFX vs YACKX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 41 | -0.93% | Apr 30, 1993 | YAFFX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -10.97% | Mar 4, 2005 | YAFFX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -6.16% | Aug 14, 1992 | YAFFX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -4.60% | Jun 28, 2005 | YAFFX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -4.28% | Sep 19, 1994 | YAFFX vs CHTTX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | -3.89% | Dec 30, 1985 | YAFFX vs BRWIX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 43 | 2.36% | Oct 1, 2003 | YAFFX vs SSSFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 11 | 1.27% | Apr 23, 1987 | YAFFX vs SKSEX | |
| AMG GW&K Municipal Bond Fund | Municipal Bonds | 56 | -1.16% | Jun 29, 2009 | YAFFX vs GWMIX |
Often Compared With YAFFX
What investors most often compare with YAFFX, based on PortfoliosLab usage data.
Compare YAFFX with Any Fund or Stock
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