Scharf Global is trading at 38.29 as of the 30th of November 2024; that is 0.24 percent up since the beginning of the trading day. The fund's open price was 38.2. Scharf Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Scharf Global Opportunity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. 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
Scharf Global Opportunity [WRLDX] is traded in USA and was established 30th of November 2024. 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 11.44% with the current yeild of 0.01%, while the total return for the last 3 years was 5.27%.
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
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.
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance