Scharf Fund Financials
| LOGRX Fund | USD 54.86 0.23 0.42% |
Scharf |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Scharf Fund Fund Summary
Scharf Fund competes with T Rowe, Baird Intermediate, Artisan High, Templeton Global, and Doubleline Global. 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. It may invest up to 50 percent of its total assets in securities of foreign issuers listed on foreign exchanges , including up to 25 percent of its total assets in issuers in emerging markets.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00770X5279 |
| Business Address | Advisors Series Trust |
| Mutual Fund Family | Scharf Investments |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 866 572 4273 |
| Currency | USD - US Dollar |
Scharf Fund Key Financial Ratios
Scharf Fund's financial ratios allow both analysts and investors to convert raw data from Scharf Fund's financial statements into concise, actionable information that can be used to evaluate the performance of Scharf Fund over time and compare it to other companies across industries.Scharf Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Scharf Fund's current stock value. Our valuation model uses many indicators to compare Scharf Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Scharf Fund competition to find correlations between indicators driving Scharf Fund's intrinsic value. More Info.Scharf Fund Retail is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 2,063 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Scharf Fund's earnings, one of the primary drivers of an investment's value.Scharf Fund Retail Systematic Risk
Scharf Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Scharf Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Scharf Fund Retail correlated with the market. If Beta is less than 0 Scharf Fund generally moves in the opposite direction as compared to the market. If Scharf Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Scharf Fund Retail is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Scharf Fund is generally in the same direction as the market. If Beta > 1 Scharf Fund moves generally in the same direction as, but more than the movement of the benchmark.
Scharf Fund Thematic Clasifications
Scharf Fund Retail is part of Consumer Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in consumer services companies. Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services
This theme covers Funds investing in consumer services companies. Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. Get More Thematic Ideas
Scharf Fund Retail is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 25.3 Billion. Scharf Fund claims roughly 405.74 Million in net asset contributing just under 2% to funds under Large Blend category.| Consumer Funds | View |
Scharf Fund September 21, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Scharf Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Scharf Fund Retail. We use our internally-developed statistical techniques to arrive at the intrinsic value of Scharf Fund Retail based on widely used predictive technical indicators. In general, we focus on analyzing Scharf Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Scharf Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7506 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 4.25 | |||
| Value At Risk | (0.98) | |||
| Potential Upside | 0.8166 |
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.
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