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If The Market Declines, Two Funds To Consider

FYI: How well will your stock fund hold up in a bear market?
To answer that question, traders and analysts often rely on statistical ways of measuring volatility—the most prominent among them being standard deviation, which tells you how far a series of returns swings from the average over a given period. But such metrics don’t always offer a clear picture of how resilient a fund is likely to be in tough times.

M* Snapshot YAFFX:

Lipper Snapshot YAFFX:

YAFFX Is Ranked #151 In The (LCB) Fund Category By U.S. News & World Report:

M* Snapshot SEQUX:

Lipper Snapshot SEQUX:

SEQUX Is Ranked #250 In The (LCG) Fund Category By U.S. News & World Report:


  • Since Don Yacktman retired, his son Stephan and co-manager, Jason Subotky having doing a good job running both the Yacktman and Yacktman focus funds. The Focus fund has higher allocation to foreign stocks (16% total and 14% is invested in Samsung Electronics) versus 9% in YACKX. Also both funds have 20% in cash - most defensive I have observed over the years.
  • There are a lot of funds that have relatively strong performance compared to the index in bear markets. Seems to me the discussion should be about owning an overall allocation that enables you to sleep at night during complete market cycles. This means not getting itchy fingers for higher returns in bull markets AND understanding that markets will rebound when things seem bleak.
  • I'm not very good at predicting market cycles so I decided to play it down the middle with index ETFs. I hope those who have held Yacktman funds over the years are rewarded for their patience.
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