YACKX Mutual Fund
YACKX Mutual Fund
NAV$27.26
TER0.71%
Holdings61
YACKX Mutual Fund
NAV$27.26
AMG Yacktman Fund Class I
TER0.71%
Holdings61
YACKX Mutual Fund Overlap Analysis
YACKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
YACKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, YACKX may share significant positions with broad-market funds.
YACKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. YACKX tax-loss harvesting finds highly correlated but non-identical funds.