YACKX Rating, Research - Yacktman

Yacktman (yackx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 158

Threats + Weaknesses = 105

When strengths & opportunities substantially exceed threats & weaknesses an investment in the yackx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Yacktman (YACKX) Description: YACKX is a mutual fund, which is an investment that owns a basket of assets. The YACKX mutual fund was provided by Yacktman and this investment vehicle derives the majority of its value from equity holdings (stocks). Yacktmans mutual fund has a long management tenure and is in the large fund size classification. YACKXs minimum initial investment amount is $2500 while the IRA minimum is $500. YACKXs expense ratio is roughly 1%. The latest YACKXs front end load was 0% and the back end load was 0%. The Yacktman (YACKX) mutual fund falls under the large-cap value category. YACKX focuses its investments in USA and YACKX is not affiliated with a particular industry or fund sector. The Yacktman (YACKX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find YACKXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of YACKXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks a high level of current income. Long-term capital appreciation is the secondary objective. The fund invests at least 80% of the value of net assets, plus borrowings for investment purposes, if any, in equity securities (see equity research) or other investments with similar economic characteristics. A significant portion of the funds portfolio consists of equity securities (see equity research) that pay dividends. It may invest up to 50% of net assets in equity securities (see equity research) of foreign issuers. The fund may invest up to 20% of net assets in fixed-income securities.

Management Analysis Update

Yacktman's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update