Heptagon Fund ICAV - Yacktman US Equity Fund IG GBP AccRegister to Unlock Ratings |
Morningstar Rating™(Relative to Category) | 30/09/2024 | ||||||||||||||||||||
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Category : US Large-Cap Value Equity | Click here to see our Methodology |
1 Year Daily Volatility Chart (annualised) | |
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Volatility Measurements | 30/09/2024 | ||||||||||
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Modern Portfolio Statistics | 30/09/2024 | 30/09/2024 |
Standard Index | Best Fit Index | |
Morningstar US LM Brd Value NR USD | Morningstar US LM Brd Value NR USD | |
3-Yr Beta | 0.89 | 0.89 |
3-Yr Alpha | -4.73 | -4.73 |
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