WRLDX Mutual Fund
WRLDX Mutual Fund
Scharf Global Opportunity Fund Institutional Class
WRLDX Mutual Fund Overview
WRLDX Mutual Fund (Scharf Global Opportunity Fund Institutional Class) is managed by Scharf Funds with $30.5M in net assets. WRLDX expense ratio is 0.63%, holding 31 positions across various sectors. Inception date: 2014-10-14.
WRLDX performance shows a YTD return of 8.41%. The 1-year return is 7.65% and the 5-year return is 9.82%. WRLDX dividend yield stands at 2.78%, paid annually.
WRLDX top holdings include a diversified portfolio. View all WRLDX holdings, sector breakdown, or dividend history.
WRLDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WRLDX alternatives are available via the screener, along with tax-loss harvesting opportunities.