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Rating:Wasatch, Weitz & Yacktman Win MStar Praise Despite Fees Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, May 17, 2012

Wasatch, Weitz & Yacktman Win MStar Praise Despite Fees

News summary by MFWire's editors

Morningstar names high-fee outperformers, funds that charge higher-than-average expense ratios but have achieved above-average results using the investment firm's Premium Fund Screener.

Wasach [profile], Weitz [profile] and Yacktman [profile] all have funds worth noticing, according to Morningstar. Those funds are:

Wasatch International Growth (WAIGX)
This fund charges a 166 basis point expense ratio, but this small cap has had a 4.5 percent average annual return since Roger Edgley started running the fund in 2006.

Weitz Partners Value (WPVLX)
This fund is a good long-term performer despite its 120 basis point fee vis-a-vis the 80 basis point average for the large blend category. This $700 million fund, run by PM Wally Weitz since 1983, has been in the top-quartile returns in the one-, three-, five- and 10- year periods.

Yacktman Focused (YAFFX)
At a 125 basis point expense ratio, which is higher than that of its peers, this fund has made it to the top 1 percent of large-value funds. PMs Donald Yacktman, Stephen Yacktman, and Jason Subotky prefer companies with strong cash flows and low debt, as well as those sold at discounts compared to what the PMs think they are worth. 

Edited by: HFD


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