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Scharf Multi-asset Opportunity Fund Institutional Class (LOGOX)

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36.100 -0.130 -0.36%

01:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 38.36M

Type: Fund

Market: United States

Issuer: Scharf Investments

Asset Class: Equity

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LOGOX Overview

Find basic information about the Scharf Multi-asset Opportunity Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LOGOX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change1.29%

Prev. Close36.23

Risk Rating

TTM Yield1.24%

ROE24.87%

IssuerScharf Investments

Turnover26.87%

ROA7.68%

Inception DateDec 31, 2012

Total Assets38.36M

Expenses0.94%

Min. Investment5,000,000

Market Cap101.79B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1075	977	1075	1107	1427	1934
Fund Return	7.51%	-2.25%	7.51%	3.43%	7.37%	6.82%
Place in category	646	607	646	221	192	203
% in Category	88	82	88	35	32	41

Top Equity Funds by Scharf Investments

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Scharf Institutional		416.86M	1.20	7.22	8.24
	Scharf Retail		9.15M	7.53	4.15	-

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.15B	-0.52	8.11	7.88
Vanguard Wellington Admiral	94.12B	-1.53	8.15	8.06
American Funds American Balanced R6	55.71B	-0.42	8.45	8.21
Vanguard Balanced Index Adm	44.28B	-1.88	7.76	7.77
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Fiserv	US3377381088	4.91	161.34	-0.54%
Brookfield	CA11271J1075	4.47	57.17	+0.39%
McKesson	US58155Q1031	4.22	710.64	-1.13%
Berkshire Hathaway B	US0846707026	3.83	503.57	-0.68%
Microsoft	US5949181045	3.43	454.86	+0.51%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Neutral	BUY	BUY
Summary	Neutral	Buy	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Scharf Balanced O.	36.100	-0.130	-0.36%