AMG Yacktman Special Opportunities FundYASSX

MUTUAL FUNDAMG
Type
Mutual fund
Peer group
International equity
Net assets
$26.5M
Expense ratio
0.96%
1-year return
+22.0%
3 years, a year
+9.9%
5 years, a year
+4.7%
Holdings
43

What it aims to do.

The AMG Yacktman Special Opportunities Funds (the Fund) investment objective is to seek long-term capital appreciation.

Top 10 holdings.

Holding% of fund
JOBY Omni Bridgeway Ltd.8.37%
Arrow Exploration Corp.7.52%
Dreyfus Institutional Preferred Money Market Funds7.43%
Total Energy Services Inc.6.16%
JOBY Italian Wine Brands S.P.A4.90%
Medical Facilities Corp.4.75%
JOBY Brck Group PLC4.49%
LEGH Legacy Housing Corp4.29%
JOBY Fila S.p.A4.24%
JOBY Macfarlane Group3.49%

More on YASSX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.