LOGBX Mutual Fund (Scharf Multi-Asset Opportunity Fund Retail Class) is managed by Scharf Funds with $9.3M in net assets. LOGBX expense ratio is 1.20%, holding 60 positions across sectors including Unknown, Health Care, Financials. Inception date: 2016-01-21.

LOGBX performance shows a YTD return of -0.88%. The 1-year return is 6.73% and the 5-year return is 4.21%. LOGBX dividend yield stands at 4.53%, paid annually.

LOGBX top holdings include Spdr Gold Trust Etf 09/18/2020 181.00 Us (5.5%), Occidental Petroleum Corp_None_0 (5.3%), Ishares Silver Trust (5.2%), Mckesson Corp.1 (4.5%), Samsung Electronics, Pfd (4.1%). View all LOGBX holdings, sector breakdown, or dividend history.

LOGBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LOGBX alternatives are available via the screener, along with tax-loss harvesting opportunities.