Scharf Fund is trading at 57.57 as of the 29th of November 2024; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 57.45. Scharf Fund has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Scharf Fund Retail are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of December 2022 and ending today, the 29th of November 2024. Click here to learn more.
Under normal market conditions, the fund primarily invests in equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of companies of all size market capitalizations, rights and warrants. More on Scharf Fund Retail
Scharf Fund Retail [LOGRX] is traded in USA and was established 29th of November 2024. Scharf Fund is listed under Scharf Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Scharf Investments family. The entity is thematically classified as Consumer Funds. This fund now has accumulated 405.74 M in assets with minimum initial investment of 10 K. Scharf Fund Retail is currently producing year-to-date (YTD) return of 14.34% with the current yeild of 0.0%, while the total return for the last 3 years was 7.53%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Scharf Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Scharf Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Scharf Fund Retail Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Scharf Mutual Fund
Scharf Fund financial ratios help investors to determine whether Scharf Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Scharf with respect to the benefits of owning Scharf Fund security.