Scharf Global Opportunity Fund Quote
| WRLDX Fund | USD 36.63 0.18 0.49% |
PerformanceOK
| Odds Of DistressLow
|
Scharf Global is trading at 36.63 as of the 23rd of March 2025; that is 0.49 percent down since the beginning of the trading day. The fund's open price was 36.81. Scharf Global has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund primarily invests in U.S. and non-U.S. 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 Global Opportunity
Moving together with Scharf Mutual Fund
| 0.97 | LOGBX | Scharf Balanced Oppo | PairCorr |
| 0.97 | LOGOX | Scharf Balanced Oppo | PairCorr |
| 0.78 | TEDRX | Franklin Mutual Global | PairCorr |
| 0.8 | FMDRX | Franklin Mutual Global | PairCorr |
Moving against Scharf Mutual Fund
Scharf Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Scharf Investments Funds, Large Value Funds, World Large-Stock Value Funds, Commodities Funds, World Allocation Funds, Hybrid Mix Funds, World Large-Stock Value, Scharf Investments, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | September |
Scharf Global Opportunity [WRLDX] is traded in USA and was established 23rd of March 2025. Scharf Global is listed under Scharf Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Scharf Investments family. The entity is thematically classified as Commodities Funds. This fund at this time has accumulated 26.32 M in net assets with minimum initial investment of 10 K. Scharf Global Opportunity is currently producing year-to-date (YTD) return of 4.57% with the current yeild of 0.01%, while the total return for the last 3 years was 4.03%.
Check Scharf Global Probability Of Bankruptcy
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 Global Opportunity 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.
Top Scharf Global Opportunity Mutual Fund Constituents
| CTSH | Cognizant Technology Solutions | Stock | Information Technology | |
| MCK | McKesson | Stock | Health Care | |
| MKL | Markel | Stock | Financials | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| LB | LandBridge Company LLC | Stock | Real Estate | |
| DG | Dollar General | Stock | Consumer Staples |
Scharf Global Opportunity Risk Profiles
| Mean Deviation | 0.638 | |||
| Standard Deviation | 0.8314 | |||
| Variance | 0.6912 | |||
| Risk Adjusted Performance | (0) |
Scharf Global Against Markets
Other Information on Investing in Scharf Mutual Fund
Scharf Global 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 Global security.
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