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Yacktman Svc (YACKX)

23.61 Up 0.11(0.47%) Apr 15
Get the big picture on all your investments.
Prev Close:23.61
YTD Return*:0.76%
Net Assets*:13.72B
Yield*:0.86%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
PEP7.710.61
FOXA7.34-5.70
PG6.23-0.58
KO5.02-6.28
CSCO4.444.59

Fund Basics

Morningstar Overall Rating:
Total Assets:13.72B
Category:Large Blend
Annual Report Expense Ratio (net):0.74%

Performance & Risk

YTD Return:0.76%
5y Avg Return:24.53%
Rank in Category (ytd):86
% Rank in Category (ytd):5.07%
Beta (3y):0.69
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term capital appreciation and, to a lesser extent, current income. The fund invests primarily in domestic equity securities. It also may invest in foreign equity securities and debt securities. The fund may invest up to 20% of its assets in foreign equity securities. Its investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks and ADRs. It may invest up to 20% of its assets in such debt securities, including junk bonds, in any proportion provided that the total invested does not exceed the 20% threshold. View More
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