Yacktman Focused YAFFX
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Funds That Clear the High-Cost Hurdle
… has been running the fund since its inception in 1983. At $700 million, its asset base is on the small side. Yacktman Focused YAFFX Consumer stocks dominate this concentrated large-value fund's portfolio, making up nearly 60% of holdings …
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Funds That (Still) Buy Like Buffett, 2012
… but they differ in other ways. First, there's Donald Yacktman and his son Stephen Yacktman, who manage Yacktman Focused YAFFX and Yacktman YACKX. They follow a Buffettesque strategy that focuses on profitable companies, usually with little …
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AMG's Stake in Yacktman Highlights Its Position as the Buyer of Choice Among Boutique Asset Managers
… equity stake in Yacktman Asset Management, the investment advisor responsible for both the Yacktman YACKX and Yacktman Focused YAFFX funds. Run by well-known value investor Donald Yacktman, and his son, Stephen Yacktman, the two funds have …
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Using Popularity + SD for Portfolio Design
… VWEHX 9.30 7.14 0.59 0.82 9.19% YAFFX 16.67 11.50 0.62 1.06 5.13 ..... VWEHX 9.30 7.14 0.59 0.82 7.95% YAFFX 16.67 11.50 0.62 1.06 12.81 ..... 10.74% VTSMX 5.40% VWEHX 8.32% YAFFX 10.50% Portfolio for 60-Year-Old …
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Best % allocation for Lge/Mid & SC?
… still should beat the Index.. As of now, it's 50/50 btwn them. 2. Mid Caps- FBRVX, MERDX and UMBMX 3. Large Cap - YAFFX 4. Not trusting my own judgement- I just Kept things (%) allocations EQUALLY.. about 20% each.. 5. I know this gives …
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Need advice investing 300k
… s Premium Services. Any help in pointing out any conflicts with the below funds is greatly appreciated. Thank You In no specific order: UMBMX FSCRX PTTDX ICMAX OAKIX FLPSX FCNTX MACSX JABAX JATTX YAFFX PRPFX MAPIX FMIOX SGROX MERDX FPACX
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Which Yacktman Fund ?
I currently hold YAFFX Yacktman Focus ER is 1.25%. Would you sell YAFFX and purchase YACKX with ER .85%? YACKX also has a higher Yield. Thanks Carlos
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New Portfiio for New Investor - Any feedback?
… for investing for 15 years? 30K to start, 2.5k/year, i want moderate growth/moderate risk - vwelx 32 vwinx 18 vig 10 yaffx 12 FGMNX 10 macsx 8 VTI 10 Per M* X-Ray, here are the stats: US Stocks 53 Int Stocks 10 Bonds 32 Cash 2 Stock Style Diversifaction …
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Is this a Moderate Portfilio??
… for investing for 15 years? 30K to start, 2.5k/year, i want moderate growth/moderate risk - vwelx 32 vwinx 18 vig 10 yaffx 12 FGMNX 10 macsx 8 VTI 10 Per M* X-Ray, here are the stats: US Stocks 53 Int Stocks 10 Bonds 32 Cash 2 Stock Style Diversifaction …
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FEEDBACK ON MY SEP-IRA
… RYBHX-Rydex S & P Midcap 400 Fund-MG-9% SEQUX-Sequoia Fund-LB-13% WPOPX-Weitz Partners III Opp.-LB-10% YAFFX -Yacktman Focus-LV-19% IN MY FIDELITY SEP IRA ACCOUNT: BMPEX-Beck, Mack & Oliver Partners Fund-LB-12% FAIRX …