Buy 3 AMG Mutual Funds for Risk-Adjusted Returns

Affiliated Managers Group (AMG) was founded in December 1993 by William J. Nutt and is headquartered in Boston, MA. The AMG affiliate companies are a group of independent investment managers that develop and manage mutual funds across a variety of equity, multi-asset, and alternative products and strategies. Each affiliate develops investment products and solutions from their particular vantage point and investment philosophy, making it a diversified investment option. 

We have chosen three AMG mutual funds, AMG Yacktman (YACKX), AMG River Road Focused Absolute Value (ARRFX) and AMG River Road Large Cap Value Select (FQUAX), which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee. 

AMG Yacktman fund invests primarily in domestic equity securities, foreign equity securities, including emerging markets, and does not impose this limit on investments in American Depositary Receipts (ADRs). YACKX advisors apply a disciplined strategy, focusing on companies with strong fundamentals, shareholder-oriented management, or attractive valuations while maintaining a flexible cash allocation. 

Stephen Yacktman has been the lead manager of YACKX since Dec. 31, 2002. Most of the fund’s holdings were in companies like Samsung Electronics Co., Ltd. (8.2%), Bolloré SE (7.3%) and Canadian Natural Resources Ltd (5.1%) as of Sept. 30, 2025. 

YACKX’s 3-year and 5-year annualized returns are 16.4% and 11.4%, respectively. Its net expense ratio is 0.71%. YACKX has a Zacks Mutual Fund Rank #1.       

To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here. 

AMG River Road Focused Absolute Value fund invests most of its assets in a focused portfolio of U.S. and international equities, mainly common stocks, REITs and MLPs, and follows a non-diversified approach. 

R. Andrew Beck has been the lead manager of ARRFX since Nov. 3, 2015. Most of the fund’s holdings were in companies like Berkshire Hathaway Inc. (5.5%), CRH plc (4.3%) and Amrize Ltd (4.2%) as of Oct. 31, 2025. 

ARRFX’s 3-year and 5-year annualized returns are 15.1% and 8%, respectively. Its net expense ratio is 1.06%. ARRFX has a Zacks Mutual Fund Rank #1.     

AMG River Road Large Cap Value Select fund invests in large-cap equity securities, focusing on undervalued stocks, including foreign equities and real estate investment trusts.