AMG Yacktman Global Fund
Shareclass
AMG Yacktman Global I (YFSIX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 2,096 out of 1,095 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
AMG Yacktman Global Fund YFSIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Procter & Gamble Co0.3% of assets$537,775 invested
- 2. Bollore SE8.54% of assets$15.31M invested
- 3. PepsiCo Inc0.27% of assets$491,540 invested
- 4. Johnson & Johnson0.41% of assets$741,680 invested
- 5. Microsoft Corp0.38% of assets$673,335 invested
- 6. Brenntag SE0.5% of assets$898,839 invested
- 7. Kenvue Inc0.14% of assets$242,217 invested
- 8. Continental AG0.3% of assets$529,248 invested
- 9. News Corp Class A0.43% of assets$767,750 invested
- 10. Compagnie de l'Odet4.03% of assets$7.22M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. U-Haul Holding Co Ordinary Shares - Series N1.42% of assets$2.55M invested
- 2. U-Haul Holding Co0.13% of assets$228,280 invested
- 3. Canadian Natural Resources Ltd4.99% of assets$8.95M invested
- 4. Medipal Holdings Corp0.67% of assets$1.2M invested
- 5. Rinnai Corp0.53% of assets$947,333 invested
- 6. Charles Schwab Corp0.43% of assets$763,760 invested
- 7. Fox Corp Class B2.24% of assets$4.01M invested
- 8. The Walt Disney Co0.32% of assets$572,500 invested
- 9. Compagnie de l'Odet4.03% of assets$7.22M invested
- 10. News Corp Class A0.43% of assets$767,750 invested
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Financial performance
Performance data provided by
Find more financial data on YFSIX at Morningstar.com
Find more financial data on YFSIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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