AMG Yacktman Global Fund (YFSIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with YFSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to YFSIX
YFSIX charges 0.95% annually. There are 290 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | YFSIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | YFSIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | YFSIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | YFSIX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | YFSIX vs VIIIX |
Best Risk-Adjusted Alternatives to YFSIX
YFSIX has a PortfoliosLab risk / return rank of 19. There are 352 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | YFSIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | YFSIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | YFSIX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | YFSIX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | YFSIX vs GTLOX |
Top Performing YFSIX Alternatives (YTD)
YFSIX is at 22.44% YTD. There are 6 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | YFSIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | YFSIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | YFSIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | YFSIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | YFSIX vs RESGX |
Lowest Volatility Alternatives to YFSIX
YFSIX has 22.32% 1-year volatility. There are 399 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | YFSIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | YFSIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | YFSIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | YFSIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | YFSIX vs JEPIX |
Lowest Drawdown Alternatives to YFSIX
YFSIX has a 1-year max drawdown of -14.20%. There are 382 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | YFSIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | YFSIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | YFSIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | YFSIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | YFSIX vs QUERX |
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 | 86 | 15.35% | — | Jul 1992 | YFSIX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 86 | 22.70% | — | May 1997 | YFSIX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 15 | -0.29% | — | Apr 1993 | YFSIX vs MBDFX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 5 | 7.66% | — | Mar 2007 | YFSIX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -4.39% | — | Jan 1991 | YFSIX vs BLUEX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 8.16% | — | Jun 2005 | YFSIX vs ARSVX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 7.57% | — | Mar 2005 | YFSIX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -1.58% | — | Aug 1992 | YFSIX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 30 | 23.48% | — | Apr 1987 | YFSIX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 54 | 13.04% | — | Dec 1985 | YFSIX vs BRWIX |
Often Compared With YFSIX
Investors most often compare YFSIX with DXIV, TAVFX, CFIMX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare YFSIX with Any Fund or Stock
Compare YFSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair YFSIX with funds that move differently
AMG Yacktman Global Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to YFSIX.
Explore YFSIX Diversifiers