LOGBX Mutual Fund
LOGBX Mutual Fund
LOGBX Mutual Fund
Scharf Multi-Asset Opportunity Fund Retail Class
LOGBX Mutual Fund Overview
LOGBX Mutual Fund (Scharf Multi-Asset Opportunity Fund Retail Class) is managed by Scharf Funds with $9.5M 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 2.68%. The 1-year return is 6.55% and the 5-year return is 6.97%. LOGBX dividend yield stands at 1.68%.
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.