Previous Close | 21.19 |
YTD Return | 37.65% |
Expense Ratio (net) | 1.19% |
Category | Large Blend |
Last Cap Gain | 0.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Below Average |
Sustainability Rating |
Net Assets | 317.36M |
Beta (5Y Monthly) | 0.87 |
Yield | 0.28% |
5y Average Return | N/A |
Holdings Turnover | 21.15% |
Last Dividend | 0.06 |
Average for Category | N/A |
Inception Date | Dec 28, 2012 |
Many investors go to business school to improve their investing prowess. Exploiting the perennial character flaws of other investors is a key path to market-beating returns. Managed by Brian Yacktman, the fund beats its Morningstar “large cap blend” category by 11.2 percentage points in the past year and 4.4 percentage points annualized over the past three years, according to Morningstar.