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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | YFSNX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | YFSNX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | YFSNX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | YFSNX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | YFSNX vs UCEQX |
Best Risk-Adjusted Alternatives to YFSNX
YFSNX has a PortfoliosLab risk / return rank of 21. There are 179 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 | |
| Vanguard Global Capital Cycles Fund | 93 | 3.90B | May 1984 | YFSNX vs VGPMX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | YFSNX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | YFSNX vs JGYIX | |
| GMO Climate Change Fund | 91 | — | Apr 2017 | YFSNX vs GCCHX |
Top Performing YFSNX Alternatives (YTD)
YFSNX is at 22.00% YTD. There are 7 mutual funds in the Global Equities category with higher YTD returns, going as high as 40.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 40.79% | — | Nov 2016 | YFSNX vs PGTIX | |
| Oberweis Global Opportunities Fund | 28.31% | — | Jan 1987 | YFSNX vs OBEGX | |
| GMO Climate Change Fund | 26.64% | — | Apr 2017 | YFSNX vs GCCHX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | YFSNX vs AGLOX | |
| LSV Global Value Fund | 24.49% | — | Jun 2014 | YFSNX vs LVAGX |
Lowest Volatility Alternatives to YFSNX
YFSNX has 21.56% 1-year volatility. There are 242 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.82% | 2.00B | Dec 2013 | YFSNX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.84% | 2.00B | Dec 2013 | YFSNX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | YFSNX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.41% | — | Sep 1990 | YFSNX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | YFSNX vs SGMAX |
Lowest Drawdown Alternatives to YFSNX
YFSNX has a 1-year max drawdown of -14.09%. There are 213 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 | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | YFSNX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | YFSNX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | YFSNX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | YFSNX vs LVAFX |
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 | 14 | 19.06% | — | Jul 1992 | YFSNX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 24 | 28.79% | — | May 1997 | YFSNX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 17 | -0.05% | — | Apr 1993 | YFSNX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 31 | 26.70% | — | Jan 2017 | YFSNX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 4 | 0.42% | — | Mar 2007 | YFSNX vs ARSMX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 5.13% | — | Mar 2005 | YFSNX vs TMDIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -5.71% | — | Jan 1991 | YFSNX vs BLUEX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.02% | — | Aug 1992 | YFSNX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 0.07% | — | Jun 2005 | YFSNX vs ARSVX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 29 | 19.24% | — | Apr 1987 | YFSNX vs SKSEX |
Compare YFSNX with Any Fund or Stock
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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