AMG Yacktman Global Fund (YFSIX) belongs to the Global 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 113 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | YFSIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | YFSIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | YFSIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | YFSIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | YFSIX vs UCEQX |
Best Risk-Adjusted Alternatives to YFSIX
YFSIX has a PortfoliosLab risk / return rank of 29. There are 165 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | YFSIX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | YFSIX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | YFSIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | YFSIX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | YFSIX vs PGVFX |
Top Performing YFSIX Alternatives (YTD)
YFSIX is at 24.97% YTD. No mutual funds in the Global Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 24.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund Class N | 24.78% | — | — | YFSIX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | YFSIX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | YFSIX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | YFSIX vs EPSYX | |
| Ariel Global Fund | 20.96% | — | Dec 2011 | YFSIX vs AGLOX |
Lowest Volatility Alternatives to YFSIX
YFSIX has 22.66% 1-year volatility. There are 240 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | YFSIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | YFSIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | YFSIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | YFSIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | YFSIX vs SVTAX |
Lowest Drawdown Alternatives to YFSIX
YFSIX has a 1-year max drawdown of -14.20%. There are 213 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | YFSIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | YFSIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | YFSIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | YFSIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | YFSIX vs SGMAX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YAFFX, YACKX, MBDFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | Large Cap Value Equities | 89 | 24.36% | — | May 1997 | YFSIX vs YAFFX | |
| AMG Yacktman Fund | Large Cap Value Equities | 91 | 17.47% | — | Jul 1992 | YFSIX vs YACKX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 13 | -1.16% | — | Apr 1993 | YFSIX vs MBDFX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 5 | -1.30% | — | Jan 1991 | YFSIX vs BLUEX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 13 | 10.49% | — | Mar 2007 | YFSIX vs ARSMX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 4.53% | — | Mar 2005 | YFSIX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 5 | 9.41% | — | Jun 2005 | YFSIX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 2 | 0.15% | — | Aug 1992 | YFSIX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 45 | 23.61% | — | Apr 1987 | YFSIX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 54 | 10.64% | — | Dec 1985 | YFSIX vs BRWIX |
Often Compared With YFSIX
Investors most often compare YFSIX with DXIV, TAVFX, CFIMX. These 20 comparison targets span 6 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