Table of Contents
What is the Morningstar analysis section?
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Will YAFFX outperform in future? Get our overall rating based on a fundamental assessment of the pillars below.
Why invest in AMG Yacktman (AMG)?
An adaptable strategy shines again. AMG Yacktman Focused receives a Morningstar Analyst Rating of Silver across both share classes because of its opportunistic process and skilled management team. This strategy earns its keep when markets become volatile, as in 2020.
What are the Yacktman Focused Fund’s primary and secondary benchmarks?
Effective June 30, 2020, the Yacktman Focused Fund’s primary and secondary benchmarks were changed to the Russell 1000 Value Index becoming the primary benchmark and S&P 500 Index the secondary benchmark from the S&P 500 Index as the primary benchmark and the Russell 1000 Value Index as the secondary benchmark previously.
What is the yaffx people pillar?
The People Pillar is our evaluation of the YAFFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Learn How to Read a Morningstar Analyst Report Compliance & Disclosures Will SMCWX outperform in future?
What is the rating of American funds SmallCap World asmcwx?
American Funds SMALLCAP World ASMCWX Morningstar Analyst Rating Analyst rating as of Dec 20, 2021 Quote Fund Analysis Performance Sustainability Risk Price Portfolio People Parent NAV / 1-Day Return 68.70 / 1.89% Total Assets 72.7 Bil Adj. Expense Ratio
What does smcwx stand for?
American Funds SMALLCAP World A (SMCWX) Quote | Morningstar Learn about SMCWX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Start a 14-day free trial to Morningstar Premium to unlock our take on SMCWX.
How can I learn more about smcwx?
Learn about SMCWX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Start a 14-day free trial to Morningstar Premium to unlock our take on SMCWX. Advertisement Skip to Content Get 14 Days Free Sign Up Sign In Sign In
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Will VMLTX outperform in future? Get our overall rating based on a fundamental assessment of the pillars below.
Who is the head manager of the vanguard tax-exempt fund?
Head manager Brown has been with Vanguard since 1996. He also manages Vanguard’s Massachusetts Tax-Exempt fund and Ohio Long-Term Tax-Exempt fund. The fund has returned 2.30 percent over the past five years and 1.71 percent over the past decade.
Is Vanguard’s limited-term tax-exempt bond a good investment?
A compelling short-term municipal offering. Vanguard Limited-Term Tax-Exempt Bond is managed by diligent leaders through a sensible and risk-aware investment process and sports an ultra-low price tag. The strategy’s cheaper Admiral share class earns a Morningstar Analyst Rating of Gold while its Investor shares retain a Silver.
What is the vmltx process and people pillar?
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VMLTX’s performance objective and investment process is for both security selection and portfolio construction. The People Pillar is our evaluation of the VMLTX management team’s experience and ability.