AMG Yacktman Global Fund Class N (YFSNX) 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 YFSNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to YFSNX
YFSNX charges 1.11% annually. There are 169 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 | YFSNX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | YFSNX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | YFSNX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | YFSNX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | YFSNX vs VTWAX |
Best Risk-Adjusted Alternatives to YFSNX
YFSNX has a PortfoliosLab risk / return rank of 15. There are 194 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | YFSNX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | YFSNX vs EPSYX | |
| LSV Global Managed Volatility Fund | 93 | — | Jun 2014 | YFSNX vs LVAFX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | YFSNX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | YFSNX vs FMIEX |
Top Performing YFSNX Alternatives (YTD)
YFSNX is at 20.20% YTD. There are 6 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 28.61% | — | Nov 2016 | YFSNX vs PGTIX | |
| LSV Global Value Fund | 23.44% | — | Jun 2014 | YFSNX vs LVAGX | |
| Oberweis Global Opportunities Fund | 22.33% | — | Jan 1987 | YFSNX vs OBEGX | |
| Ariel Global Fund | 21.91% | — | Dec 2011 | YFSNX vs AGLOX | |
| Polaris Global Value Fund | 21.16% | — | May 1998 | YFSNX vs PGVFX |
Lowest Volatility Alternatives to YFSNX
YFSNX has 22.28% 1-year volatility. There are 237 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.00% | 2.00B | Dec 2013 | YFSNX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | YFSNX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.17% | — | Jul 2006 | YFSNX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.48% | — | Sep 1990 | YFSNX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.50% | — | Jan 2016 | YFSNX vs SGMAX |
Lowest Drawdown Alternatives to YFSNX
YFSNX has a 1-year max drawdown of -14.09%. There are 212 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | YFSNX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | YFSNX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | YFSNX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | YFSNX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | YFSNX vs CSUAX |
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 | 84 | 15.00% | — | Jul 1992 | YFSNX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 81 | 21.24% | — | May 1997 | YFSNX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 17 | -0.29% | — | Apr 1993 | YFSNX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 14 | 20.33% | — | Jan 2017 | YFSNX vs YFSIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -3.22% | — | Jan 1991 | YFSNX vs BLUEX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 9 | 9.76% | — | Mar 2007 | YFSNX vs ARSMX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 5.66% | — | Mar 2005 | YFSNX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 4 | 10.60% | — | Jun 2005 | YFSNX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -0.56% | — | Aug 1992 | YFSNX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 35 | 25.54% | — | Apr 1987 | YFSNX vs SKSEX |
Often Compared With YFSNX
Investors most often compare YFSNX with GPGCX, ADVDX, MGKQX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare YFSNX with Any Fund or Stock
Compare YFSNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair YFSNX with funds that move differently
AMG Yacktman Global Fund Class N alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to YFSNX.
Explore YFSNX Diversifiers