YAFFX Rating, Research - Yacktman Focused

Yacktman Focused (yaffx)

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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 = 155

Threats + Weaknesses = 110

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation, with current income as a secondary objective. The fund normally invests at least 80% of net assets in common stocks (see stock research) and other equity securities (see equity research) of large US companies that are similar in size to the companies in the Russell 1000 Value Index. It may invest more than 25% of total assets in a single sector. The fund may also invest up to 20% of total assets in foreign securities. It may lend its investment securities in an amount up to 33 1/3% of total assets to approved institutional borrowers.

Management Analysis Update

The yaffx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Yacktman Focused has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update