YASSX AMG Yacktman Special Opportunities I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Foreign Small/Mid Value

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund's investment strategy consists of purchasing securities where the Subadviser believes the current market price offers a meaningful discount to intrinsic value (with value measured on an absolute basis, rather than on a relative basis to the broader market). It invests primarily in domestic and foreign equity securities, including emerging market securities, of any market capitalization range. The fund, however, may also invest in domestic and foreign debt securities. It is non-diversified.

Market Cap

The average market capitalization across the AMG Yacktman Special Opportunities I MF is 2.93B. The market cap for tickers in the group ranges from 19.68M to 580.03M. LEGH holds the highest valuation in this group at 580.03M. The lowest valued company is CRMT at 19.68M.

Volume

The average weekly volume growth across all stocks in the AMG Yacktman Special Opportunities I MF was -35%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -18%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66

P/E Growth Rating: 48

Price Growth Rating: 58

SMR Rating: 66

Profit Risk Rating: 75

Seasonality Score: 73 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category ForeignSmallMidValue

Profile

Details

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MAPLX	25.76	N/A	N/A
Morgan Stanley Inst Advantage L
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Vanguard Global Wellesley Income Inv
CLVRX	39.56	N/A	N/A
Calvert US Large Cap Value Rspnb Idx R6
FCAKX	52.36	N/A	N/A
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Copeland Dividend Growth Fund Class I

YASSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, YASSX has been closely correlated with AVANX. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if YASSX jumps, then AVANX could also see price increases.

Ticker / NAME	Correlation To YASSX	1D Price Change %
YASSX	100%	N/A
AVANX - YASSX	70% Closely correlated	N/A
BISAX - YASSX	66% Closely correlated	-0.39%
CIISX - YASSX	65% Loosely correlated	N/A
CVISX - YASSX	65% Loosely correlated	N/A
DFVQX - YASSX	60% Loosely correlated	-1.12%
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