The Fund Grade · free · no account needed
What grade does YAFIX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-10-01
AMG Funds - AMG Yacktman Focused Fund
#472 of 500 graded active funds · value · large segment peer group
The point · specialist footprint
YAFIX puts less of its book behind proven specialists than 65% of graded funds.
Bottom 20%
● Bottom 40%
Middle
Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.
10,000+ funds tracked · the graded specialists among them drive every read
3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →
The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
YAFIX vs the Honor Roll · share card ↗Conviction exposure
15.5%
of the book in specialist-converged names
Late-stage weight
28.7%
of the book in Crowded or Fading names
Active share
92.5%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book: top names by stage · as of 2026-10-20
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
YAFIX grades F, ranking 472 out of 500 funds, with specialist investors holding just 15.5% of the portfolio. Nearly 29% sits in late stage or fading trades, including PEP, TSN, INGR, and OLN where specialists are actively leaving. MSFT, FOX, and PG show early conviction, but that early work is a small offset against a broadly weak picture.
→ Watch the fading weight in PEP, TSN, INGR, and OLN, as specialist exits from multiple positions at once is a concrete warning sign.
→ Higher graded funds exist in both the same AMG family and in this segment, so the grade gap is worth comparing directly before holding.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.