Mutual Fund Insights: Yacktman Focused Fund (YAFFX)

In-depth Analysis of Yacktman Focused Fund (YAFFX)

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See Yacktman Focused Fund (YAFFX) performance details as of January 31, 2010

  

Last Trade: $16.53 on 3/12/2010, Change: -0.02 (-0.12%)

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Fund Manager - Donald A. Yacktman

Fund Manager Tenure: 12.9 years
Fundmojo Fund Grade: A+ (Score: 0.81)     (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 A. Yacktman

  

 What we like about Yacktman Focused Fund (YAFFX)

Data for Yacktman Focused Fund (YAFFX) as of January 31, 2010

• Yacktman Focused Fund (YAFFX) management has been with Yacktman Focused Fund for 12.9 years
• Yacktman Focused Fund (YAFFX) has good short-term performance (1-year return 79.85% vs 32.89% Large Value category average)
• Yacktman Focused Fund (YAFFX) has good mid-term performance (3-year return 7.45% vs -8.60% Large Value category average)
• Yacktman Focused Fund (YAFFX) has good Long-term performance (5-year return 8.05% vs -0.19% Large Value category average)
• Yacktman Focused Fund (YAFFX) ratio of up-years vs down years is greater than 2
• Yacktman Focused Fund (YAFFX) has a Morningstar rating of 4 and above
• Yacktman Focused Fund (YAFFX) has an annual stock turnover rate of 67.11% vs Large Value average of 69.44%. It is good that Yacktman Focused management does not trade extensively for its return.
• Yacktman Focused Fund (YAFFX) has a lower management fee than its Large Value average: 1.25% vs 1.28%
• Yacktman Focused Fund (YAFFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Yacktman Focused Fund (YAFFX)

Data for Yacktman Focused Fund (YAFFX) as of January 31, 2010

• Yacktman Focused Fund is a focused fund with 61.84% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Yacktman Focused Fund (YAFFX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.14 that is higher than category average of 20.74

See Yacktman Focused Fund (YAFFX) performance details as of January 31, 2010

  

  

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Yacktman Focused Fund (YAFFX) Net Asset

Track net asset change of Yacktman Focused fund (YAFFX)

Date	Net Asset
01/2010	$743.47M
11/2009	$559.50M
10/2009	$475.49M

More historic net asset information on Yacktman Focused Fund (YAFFX)

  

Yacktman Focused Fund (YAFFX) Portfolio Allocation

Track portfolio allocation change of Yacktman Focused fund (YAFFX)

Date	Cash	Stock	Bond	Other
09/2009	13.58%	84.48%	0.63%	1.31%
06/2009	11.36%	84.38%	1.21%	3.05%
03/2009	5.97%	85.07%	2.76%	6.2%

Click here to see more historic asset allocation information on Yacktman Focused Fund (YAFFX)

  

Most Recent Top 10 Holdings in Yacktman Focused Fund (YAFFX)

Discover what Yacktman Focused Fund (YAFFX) manager is buying

30-Sep-09 News Corporation [8.58%] PEPSICO INC [8.18%] COCA COLA CO THE [8.06%] Microsoft Corporation [7.53%] Viacom, Inc. B [6.9%] PFIZER INC [6.48%] PROCTER GAMBLE CO [4.89%] CONOCOPHILLIPS [4.87%] Comcast Corporation [4.03%] AMERICREDIT CP [3.26%]

30-Jun-09 [8.39%] PEPSICO INC [7.93%] COCA COLA CO THE [7.78%] Microsoft Corporation [7.76%] Viacom, Inc. B [7.41%] AMERICREDIT CP [6.69%] CONOCOPHILLIPS [4.88%] PFIZER INC [4.82%] PROCTER GAMBLE CO [3.36%] eBay Inc. [3.25%]

31-Mar-09 Viacom, Inc. B [9.76%] AMERICREDIT CP [9.13%] COCA COLA CO THE [8.07%] Microsoft Corporation [7.59%] eBay Inc. [7.02%] News Corporation [6.79%] Toyota Inds ADR [4.06%] Lancaster Colony Corporation [3.81%] PEPSICO INC [3.74%] Liberty Media Corporation [3.73%]

Click here for Stock Holding Change Map in Yacktman Focused Fund (YAFFX)

  

Related books and products to Yacktman Focused Fund (YAFFX)

  

Latest News on Yacktman Focused (YAFFX)

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FundWatch: Stock-fund investors haven't recovered from crash (at MarketWatch) See more news on Yacktman Focused Fund (YAFFX)

 

Books and Resources

 

 

See more information on Yacktman Focused Fund (YAFFX)

• Yacktman Focused Fund Insights
• Yacktman Focused Fund Performance Data
• Yacktman Focused Fund News
• Yacktman Focused Fund Score Explaination
• Yacktman Focused Fund Manager Information
• Historic Yacktman Focused Fund Asset Allocation Report
• Historic Yacktman Focused Fund Top 10 Holding Tracking
• Historic Yacktman Focused Fund Asset Under Management Tracking