Brian Yacktman: “Primarily we’re looking for Global Champions that have enduring pricing power and a long runway for growth with network effects to them…and even though they’ve done so well so far this year we still believe that they’ll continue to outperform in the future….”
All index and financial terms, definitions, and acronyms can be found on our Glossary page.
Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security. Click here for current Top Ten holdings.
Earnings Growth is not a measure of the Fund’s future performance.
Credit ratings are grades given to bonds that indicate their credit quality as determined by a private independent rating service such as Standard & Poor’s. The firm evaluates a bond issuer’s financial strength, or its ability to pay a bond’s principal and interest in a timely fashion. Ratings are expressed as letters ranging from ‘AAA’, which is the highest grade, to ‘D’, which is the lowest grade. In limited situations when the rating agency has not issued a formal rating, the rating agency will classify the security as nonrated.
For standardized performance, current expense ratios, and Morningstar ratings, please click here. Performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Performance data current to the most recent month end may be obtained by calling 1-855-444-9243. Investment returns and principal value will fluctuate, and when sold, may be worth more or less than their original cost.
