LOGOX Mutual Fund

LOGOX Mutual Fund (Scharf Multi-Asset Opportunity Fund Institutional Class) is managed by Scharf Funds with $41.1M in net assets. LOGOX expense ratio is 0.95%, holding 60 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2012-12-31.

LOGOX performance shows a YTD return of 3.71%. The 1-year return is 10.89% and the 5-year return is 6.17%. LOGOX dividend yield stands at 1.98%, paid annually.

LOGOX 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 LOGOX holdings, LOGOX sectors, or LOGOX dividends.

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