Scharf Balanced Opportunity Fund Quote
| LOGBX Fund | USD 37.25 0.12 0.32% |
PerformanceGood
| Odds Of DistressLow
|
Scharf Balanced is trading at 37.25 as of the 23rd of July 2025; that is 0.32 percent up since the beginning of the trading day. The fund's open price was 37.13. Scharf Balanced has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests in a mix of equity securities and fixed-income securities. Under normal market conditions, it allocates between 50 percent and 75 percent of its total assets to equity securities. Under normal market conditions, the fund allocates between 25 percent and 50 percent of its total assets to fixed-income securities.. More on Scharf Balanced Opportunity
Moving together with Scharf Mutual Fund
Scharf Mutual Fund Highlights
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | September |
Scharf Balanced Opportunity [LOGBX] is traded in USA and was established 23rd of July 2025. Scharf Balanced is listed under Scharf Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Scharf Investments family. This fund now has accumulated 48.32 M in assets with no minimum investment requirementsScharf Balanced Oppo is currently producing year-to-date (YTD) return of 6.48% with the current yeild of 0.01%, while the total return for the last 3 years was 8.9%.
Check Scharf Balanced 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 Balanced 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 Balanced Opportunity Mutual Fund Constituents
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| DLTR | Dollar Tree | Stock | Consumer Staples | |
| AAP | Advance Auto Parts | Stock | Consumer Discretionary | |
| AON | Aon PLC | Stock | Financials | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| ROG | Rogers | Stock | Information Technology | |
| PGR | Progressive Corp | Stock | Financials |
Scharf Balanced Oppo Risk Profiles
| Mean Deviation | 0.3831 | |||
| Semi Deviation | 0.3372 | |||
| Standard Deviation | 0.4885 | |||
| Variance | 0.2386 |
Scharf Balanced Against Markets
Other Information on Investing in Scharf Mutual Fund
Scharf Balanced 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 Balanced security.
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