LOGBX Mutual Fund

LOGBX Mutual Fund (Scharf Multi-Asset Opportunity Fund Retail Class) is managed by Scharf Funds with $9.6M in net assets. LOGBX expense ratio is 1.20%, holding 60 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2016-01-21.

LOGBX performance shows a YTD return of 3.54%. The 1-year return is 10.60% and the 5-year return is 4.91%. LOGBX dividend yield stands at 4.33%, paid annually.

LOGBX top holdings include Spdr Gold Trust-etf (5.5%), Occidental Petroleum Corp. (5.3%), Ishares Silver Trust (5.2%), Mckesson Corp Common Stock USD 0.01 (4.5%), Samsung Electronics Pref 0.9 (4.1%). 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.