Tuesday, August 13, 2013

No-Load Fund of the Day: YAFFX


Yacktman Focused Fund (YAFFX) is a selection for the model fund portfolio maintained by the American Association of Individual Investors. For member benefits, see:

YAFFX averaged double- digits total returns in each of the last 5 years (+16.8%), the last 3 years (+17.6%), the last 12 months (+21.1%), and in 2013 through June 30 (+16.6%). See:

YAFFX is a no-load fund with no 12b-1 charge. It is interested in long-term capital gains more than current income. See its profile at Yahoo:

My 5-year YAFFX chart at Yahoo shows a steady rise in total returns since the market collapse of 2008-2009:

My 3-month chart shows commendable sideways action in the 2013 spring pullback and suggests acquiring shares now might be seen in the future as a reasonable decision. See:

           
For lots more research assistance as a DIY portfolio manager, you’re invited to pass it along this link to friends and members of your family.

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