AMG Yacktman Special Opportunities Fund (YASLX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with YASLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to YASLX
YASLX charges 1.86% annually. There are 93 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | YASLX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | YASLX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | YASLX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | YASLX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | YASLX vs AVDVX |
Best Risk-Adjusted Alternatives to YASLX
YASLX has a PortfoliosLab risk / return rank of 21. There are 55 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 96 | — | Sep 2021 | YASLX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 96 | — | Aug 2023 | YASLX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 84 | — | Jan 2021 | YASLX vs AVANX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | YASLX vs ALOIX | |
| Avantis International Small Cap Value Fund | 84 | — | Dec 2019 | YASLX vs AVDVX |
Top Performing YASLX Alternatives (YTD)
YASLX is at 14.10% YTD. There are 20 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 49.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 49.59% | — | Sep 2021 | YASLX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 49.49% | — | Aug 2023 | YASLX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 34.54% | — | Mar 2022 | YASLX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 30.69% | — | Nov 1993 | YASLX vs LZISX | |
| Artisan International Explorer Fund | 24.31% | — | May 2022 | YASLX vs ARHBX |
Lowest Volatility Alternatives to YASLX
YASLX has 11.14% 1-year volatility. No mutual funds in the Foreign Small & Mid Cap Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 11.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 11.91% | — | Jun 2012 | YASLX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | YASLX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | YASLX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.57% | — | Jan 2012 | YASLX vs BISAX | |
| Brandes International Small Cap Equity Fund Class ... | 12.57% | — | Feb 2012 | YASLX vs BISMX |
Lowest Drawdown Alternatives to YASLX
YASLX has a 1-year max drawdown of -10.18%. There are 6 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | YASLX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | YASLX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | YASLX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | YASLX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | YASLX vs WISIX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX 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 | YASLX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 14 | 23.48% | — | May 1997 | YASLX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 15 | -0.16% | — | Apr 1993 | YASLX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 19 | 22.44% | — | Jan 2017 | YASLX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 4 | 2.31% | — | Mar 2007 | YASLX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -8.03% | — | Jan 1991 | YASLX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.38% | — | Mar 2005 | YASLX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 3.07% | — | Jun 2005 | YASLX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.74% | — | Aug 1992 | YASLX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 42 | 24.85% | — | Apr 1987 | YASLX vs SKSEX |
Often Compared With YASLX
Investors most often compare YASLX with FTISX, COIIX, CHTTX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare YASLX with Any Fund or Stock
Compare YASLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair YASLX with funds that move differently
AMG Yacktman Special Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to YASLX.
Explore YASLX Diversifiers