Scharf Multi-Asset Opportunity Fund Retail Class
FundLOGBXNASDAQ0.00 n/a
+0.00%(+0.00)
About
The fund maintains a diversified investment strategy, distributing its capital across both equity and fixed-income assets. Typically, under standard market conditions, the portfolio allocates between 50% and 75% of its total value to stock-based investments, while concurrently committing 25% to 50% of its overall assets to bond instruments.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$50.01M
Beta
0.91
52-Week Range
$36.41$38.44$41.20
52W LowCurrent52W High
Performance
1 Week
+1.10%
1 Month
−3.42%
3 Months
+1.21%
YTD
+0.16%
1 Year
+2.92%
3 Years
+12.93%
5 Years
+0.08%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.