Scharf Fund Retail Fund Annual Yield
LOGRX Fund | USD 56.37 0.01 0.02% |
Scharf Fund Retail fundamentals help investors to digest information that contributes to Scharf Fund's financial success or failures. It also enables traders to predict the movement of Scharf Mutual Fund. The fundamental analysis module provides a way to measure Scharf Fund's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Scharf Fund mutual fund.
Scharf |
Scharf Fund Retail Mutual Fund Annual Yield Analysis
Scharf Fund's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Scharf Fund Annual Yield | 0 % |
Most of Scharf Fund's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Scharf Fund Retail is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition |
In accordance with the recently published financial statements, Scharf Fund Retail has an Annual Yield of 0.0044%. This is much higher than that of the Scharf Investments family and significantly higher than that of the Large Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Scharf Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Scharf Fund's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Scharf Fund could also be used in its relative valuation, which is a method of valuing Scharf Fund by comparing valuation metrics of similar companies.Scharf Fund is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Scharf Fund
The fund consists of 96.15% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Scharf Fund's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Scharf Fundamentals
Total Asset | 6.3 M | ||||
Annual Yield | 0 % | ||||
Year To Date Return | 12.72 % | ||||
One Year Return | 22.68 % | ||||
Three Year Return | 6.86 % | ||||
Five Year Return | 10.70 % | ||||
Net Asset | 405.74 M | ||||
Minimum Initial Investment | 10 K | ||||
Last Dividend Paid | 0.23 | ||||
Cash Position Weight | 3.85 % | ||||
Equity Positions Weight | 96.15 % |
About Scharf Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Scharf Fund Retail's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Scharf Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Scharf Fund Retail based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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