We also track Yacktman Fund and Yacktman Focused Fund, which are reported separately.
FORBES: Donald Yacktman Buys Dell Inc, Stryker, Coca-Cola, IBM, Sells Research in Motion, H&R Block
Schloegal also likes Yacktman Fund (YACKX) with its low turnover and low expense ratio of 0.96%.
The Yacktman Fund this year is up only 9.3%, and Yacktman Focused has gained 8.6%.
FORBES: Best Ideas 2013: Yacktman Favors Cash Cows Like P&G And Contrarian Picks Too
Meanwhile, the Yacktman Fund is a good example of an attractively priced mutual fund: stellar returns and only 0.8%.
FORBES: A Guide To Jumpstarting A Retirement Plan In Your 20s
Yacktman Fund added to his holdings in Avon Products Inc by 10.53%.
Yacktman Fund added to his holdings in Coca-Cola Co by 21.69%.
Yacktman Fund added to his holdings in Stryker Corporation by 25.64%.
Biggest holdings are Exxon Mobil, Apple and General Electric.) By contrast, mutual fund purchases are controlled by managers who should follow a specific style, like investing in tech stocks or fat dividends. (Example: Yacktman Fund (YACKX) .
FORBES: A Guide To Jumpstarting A Retirement Plan In Your 20s
Here are five funds and ETFs currently held in our Upgrader portfolio: Utilities Select Sector SPDR ( XLU), Vanguard Consumer Staples ( VDC), TCW Select Equity ( TGCNX), Yacktman Fund ( YACKX) and iShares Dow Jones Select Dividend ( DVY).
Here is the complete portfolio of Yacktman Focused Fund.
FORBES: Donald Yacktman's Focused Fund -- Top Holdings Overview
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