LOGBX Mutual Fund

LOGBX Mutual Fund (Scharf Multi-Asset Opportunity Fund Retail Class) is managed by Scharf Funds with $9.4M in net assets. LOGBX expense ratio is 1.20%, holding 60 positions across sectors including Health Care, Financials, Industrials. Inception date: 2016-01-21.

LOGBX performance shows a YTD return of 6.78%. The 1-year return is 11.73% and the 5-year return is 6.97%. LOGBX dividend yield stands at 4.20%, paid annually.

LOGBX top holdings include Samsung Electronics Pref 0.9 (7.7%), Spdr Gold Trust-etf (4.8%), Ishares Silver Trust (4.1%), Mckesson Corp. (4.0%), Occidental Petroleum Corp. (3.9%). Go to all LOGBX holdings, LOGBX sectors, or LOGBX dividends.

LOGBX can be compared against other funds. Use LOGBX overlap to find shared positions, or LOGBX vs another fund for a side-by-side view. LOGBX alternatives are available via the screener, along with tax-loss harvesting opportunities.