Yacktman Focused Fund

Yacktman Focused Fund

Last Update: 04-16-2015
Related: Donald Yacktman
Yacktman Fund

Number of Stocks: 29
Number of New Stocks: 0

Total Value: $8,437 Mil
Q/Q Turnover: 1%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Yacktman Focused Fund Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


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Yacktman Focused Fund's Profile:

The Yacktman Focused Fund seeks long-term capital appreciation, and, to a lesser extent, current income. The Fund is non-diversified and mainly invests in common stocks of United States companies of any size, some, but not all of which, pay dividends. Yacktman employs a disciplined investment strategy, buying growth companies at what it believes to be low prices. Yacktman believes this approach combines the best features of "growth" and "value" investing. When they purchase stocks they generally search for companies they believe to possess one or more of the following three attributes: (1) good business; (2) shareholder-oriented management; or (3) low purchase price.

We also trade Yacktman's 13F filing, which is filed under Donald Yacktman.



Yacktman Focused Fund's Performance:

Average Annual Return of Yacktman Focused Fund
5 Yrs 10 Yrs Since Inception
13.3% 10.6% 9.8%
» More Profile & Performance

Yacktman Focused Fund's Current Portfolio:

Ticker Shares Value ($1000)
PG11,850,000970,989
PEP9,500,000908,390
KO16,800,000681,240
ORCL15,053,500649,559
005935513,017509,404
CSCO18,400,000506,460
SYY12,800,000482,944
FOX14,044,600461,786
FOXA12,416,400420,171
MSFT7,700,000313,044
» More Current Portfolio

Yacktman Focused Fund's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 40.1% 40.1%
Consumer Cyclical 15% 15%
Healthcare 10.2% 10.2%
Energy 4.1% 4.1%
Financial Services 3.7% 3.7%
Technology 2.8% 2.8%
Basic Materials 0.7% 0.7%
» More Sector Weightings

Yacktman Focused Fund's News:

» More Related News


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