Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Ray Kim

NEWPORT BEACH, CA
(866) 360-0049
More Details

Historical Analysis

Partners

Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | YAFFX Insights | YAFFX Score | YAFFX Performance | YAFFX News | YAFFX Allocation | YAFFX Holdings Change

Yacktman Focused Svc (YAFFX) Fund Ranking and Research

Ranking, Research and Recommendation of Yacktman Focused Svc (YAFFX) Fund

    Last Trade: $25.89 on 7/31/2014, Change: -0.36 (-1.37%)

 

Graph of Yacktman Focused Svc Fund (YAFFX) ManagerFund Manager - Donald Yacktman

Fund Manager Information

Fund Manager Tenure: 17.3 years
Fund Family: AMG Funds
Fund Category: Large Blend
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Yacktman is president of Yacktman Asset Management, a company he formed in March 1992. From 1983 to 1992, he managed Selected American Shares, for which he was named Morningstar's 1991 Portfolio Manager of the Year. Prior to that, he was a portfolio manager at Stein Roe & Farnham from 1968 to 1982 and a partner at that firm from 1974 to 1982. He also has spent time at Continental Bank. Yacktman is a member of the Financial Analysts Society of Chicago.  Get more insights on Donald Yacktman

 

Graph of Yacktman Focused Svc Fund (YAFFX) ProfileYacktman Focused Svc Fund (YAFFX) Profile

Fund Profile and Description

Yacktman Focused Svc Fund seeks long-term growth of capital; current income is secondary. Yacktman Focused Svc Fund invests in domestic and foreign equity securities and debt securities. It can invest up to 20% of assets in foreign equity securities. This 20% limit does not apply to investments in the form of American Depositary Receipts (ADRs). Its investments in equity securities can include common stocks, preferred stocks, convertible preferred stocks, warrants, options and ADRs. Debt securities can include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade. Yacktman Focused Svc Fund is non-diversified.

 

Yacktman Focused Svc (YAFFX) Fund Strength What we like about Yacktman Focused Svc (YAFFX) Fund

Data for Yacktman Focused Svc Fund (YAFFX) as of Jun 29, 2014

  • Yacktman Focused Svc Fund (YAFFX) management has been with Yacktman Focused Svc Fund for 17.3 years
  • Yacktman Focused Svc Fund (YAFFX) has good Long-term performance (5-year return 17.39% vs 17.37% Large Blend category median performance)
  • Yacktman Focused Svc Fund (YAFFX) ratio of up-years vs down years is greater than 2
  • Yacktman Focused Svc Fund (YAFFX) has a Morningstar rating of 4 and above
  • Asset base in Yacktman Focused Svc Fund (YAFFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Yacktman Focused Svc Fund (YAFFX) has an annual stock turnover rate of 17.00% vs Large Blend average of 48.61%. It is good that Yacktman Focused Svc management does not trade extensively for its return.
  • Yacktman Focused Svc Fund (YAFFX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.85, lower than category average of 13.24
  • Yacktman Focused Svc Fund (YAFFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Yacktman Focused Svc Fund (YAFFX) Weakness What we are cautious about Yacktman Focused Svc (YAFFX) Fund

Data for Yacktman Focused Svc Fund (YAFFX) as of Jun 29, 2014

  • Yacktman Focused Svc Fund (YAFFX) has a less-than-ideal short-term performance (1-year return 14.15% vs 23.96% Large Blend category median performance)
  • Yacktman Focused Svc Fund (YAFFX) has a less-than-ideal mid-term performance (3-year return 13.49% vs 15.24% Large Blend category median performance)
  • Yacktman Focused Svc Fund (YAFFX) has a higher expense ratio of 1.25% than its Large Blend average of 1.08%
See Yacktman Focused Svc Fund (YAFFX) performance details as of Jun 29, 2014

 

What do you think?

 

Compare Yacktman Focused Svc Fund (YAFFX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Yacktman Focused Svc4.8114.1513.4917.39
Bright Rock Quality Large Cap Investor (BQLIX)7.0421.5316.910Compare
Fidelity Spartan Total Market Index F (FFSMX)6.9524.9816.4219.38Compare
Janus Contrarian D (JACNX)10.0432.9517.6816.91Compare

See top fund managers for Large Blend Category Funds

 

Compare Yacktman Focused Svc Fund (YAFFX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Large Cap Core AlphaDEX (FEX)8.22%27.35%16.04%
PowerShares Buyback Achievers (PKW)4.60%27.29%19.77%
Madrona Domestic ETF (FWDD)7.34%27.24%18.37%
Rydex S&P Equal Weight (RSP)8.47%27.00%16.65%
Vanguard Total Stock Market ETF (VTI)7.00%25.41%16.48%

 

Graph of Yacktman Focused Svc Fund (YAFFX) Net Asset TrackingYacktman Focused Svc (YAFFX) Fund Net Asset

Track net asset change of Yacktman Focused Svc fund (YAFFX)

DateNet Asset
06/2014$11.83B
03/2014$11.68B
02/2014$11.61B
More historic net asset information on Yacktman Focused Svc Fund (YAFFX)

  

Graph of Yacktman Focused Svc Fund (YAFFX) Portfolio TrackingYacktman Focused Svc (YAFFX) Fund Portfolio Allocation

Track portfolio allocation change of Yacktman Focused Svc fund (YAFFX)

DateCashStockBondOther
03/201417.81%80.03%0%0.22%
12/201320.54%79.37%0%0%
09/201320.77%79.23%0%0%
Click here to see more historic asset allocation information on Yacktman Focused Svc Fund (YAFFX)

 

graph of Yacktman Focused Svc Fund (YAFFX) Top 10 Position TrackingTop 10 Holdings in Yacktman Focused Svc (YAFFX) Fund

Discover what Yacktman Focused Svc Fund (YAFFX) manager is buying

Mar 30, 2014
Pepsico, Inc. Common Stock [10.58%]
Procter & Gamble Company (The) [7.73%]
Coca-Cola Company (The) Common [6.62%]
Twenty-First Century Fox, Inc. [6.18%]
Cisco Systems, Inc. [4.79%]
Microsoft Corporation [4.21%]
Sysco Corporation Common Stock [3.99%]
Oracle Corporation Common Stock [3.93%]
Stryker Corporation Common Stoc [3.35%]
Johnson & Johnson Common Stock [3.2%]

Dec 30, 2013
Pepsico, Inc. Common Stock [9.62%]
Procter & Gamble Company (The) [7.26%]
Twenty-First Century Fox, Inc. [6.95%]
Coca-Cola Company (The) Common [6.72%]
Cisco Systems, Inc. [4.69%]
Microsoft Corporation [4.14%]
Sysco Corporation Common Stock [3.9%]
Oracle Corporation Common Stock [3.6%]
C.R. Bard, Inc. Common Stock [3.37%]
Stryker Corporation Common Stoc [3.21%]

Sep 29, 2013
Twenty-First Century Fox, Inc. [8.47%]
Pepsico, Inc. Common Stock [8.36%]
Procter & Gamble Company (The) [7.39%]
Coca-Cola Company (The) Common [5.92%]
C.R. Bard, Inc. Common Stock [4.53%]
Microsoft Corporation [4.29%]
Cisco Systems, Inc. [4.23%]
Sysco Corporation Common Stock [3.89%]
Stryker Corporation Common Stoc [3.17%]
Oracle Corporation Common Stock [3.04%]
Click here for Stock Holding Change Map in Yacktman Focused Svc Fund (YAFFX)

  

Latest News on Yacktman Focused Svc (YAFFX) Fund

See what is happening with Yacktman Focused Svc Fund (YAFFX)

 

Yacktman Focused Svc Fund (YAFFX) Related ResourcesSee more information on Yacktman Focused Svc (YAFFX) Fund

Popular pages on Yacktman Focused Svc (YAFFX) Fund