AMG Yacktman Focused Fund - AMG
Shareclass
AMG Yacktman Focused Fund Class I (YAFIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund AMG Yacktman Focused Fund - AMG
FUND COVERAGE
# of holdings33
% of assets59%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co/The1.85%$55.72M
- 2. Northrop Grumman Corp0.59%$17.83M
- 3. Microsoft Corp2.73%$82.06M
- 4. PayPal Holdings Inc0.78%$23.53M
- 5. Coca-Cola Co/The1.03%$30.88M
- 6. Bollore SE6.31%$190.09M
- 7. eBay Inc0.74%$22.35M
- 8. Intuit Inc1%$30.02M
- 9. PepsiCo Inc2.07%$62.28M
- 10. ConocoPhillips0.79%$23.91M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. U-Haul Holding Co3.14%$94.63M
- 2. Canadian Natural Resources Ltd7.48%$225.15M
- 3. Reliance Inc1.18%$35.49M
- 4. Berkshire Hathaway Inc4.65%$140.11M
- 5. Tyson Foods Inc1.12%$33.78M
- 6. Diamondback Energy Inc0.88%$26.37M
- 7. Charles Schwab Corp/The2.51%$75.66M
- 8. Cognizant Technology Solutions Corp0.71%$21.3M
- 9. Johnson & Johnson2.28%$68.57M
- 10. Broadridge Financial Solutions Inc0.6%$18.12M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund AMG Yacktman Focused Fund - AMG
Totals
Holdings
Assets
Weight
Prisons
5.0
$330.74M
11%
Prisons high risk
1.0
$21.79M
0.72%
Private prisons
0.0
$0
0%
Borders
5.0
$197.61M
6.56%
Borders high risk
3.0
$62.55M
2.08%
Total
7.0
$371.5M
12%
Holdings — 7 flagged holdings
1.
Berkshire Hathaway Inc
$140.11M
4.65%
2.
Microsoft Corp
:$82.06M
2.73%
3.
Alphabet Inc
:$53M
1.76%
4.
Tyson Foods Inc
$33.78M
1.12%
5.
Lockheed Martin Corp
:$22.93M
0.76%
6.
L3Harris Technologies Inc
:$21.79M
0.72%
7.
Northrop Grumman Corp
:$17.83M
0.59%
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 Focused Fund - AMG YAFIX
Environment
Social
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