LOGOX Mutual Fund
LOGOX Mutual Fund
Scharf Multi-Asset Opportunity Fund Institutional Class

LOGOX Mutual Fund Overview
LOGOX Mutual Fund (Scharf Multi-Asset Opportunity Fund Institutional Class) is managed by Scharf Funds with $39.6M in net assets. LOGOX expense ratio is 0.95%, holding 60 positions across sectors including Unknown, Health Care, Financials. Inception date: 2012-12-31.
LOGOX performance shows a YTD return of -0.75%. The 1-year return is 4.22% and the 5-year return is 3.94%. LOGOX dividend yield stands at 2.06%, paid annually.
LOGOX top holdings include Spdr Gold Trust-etf (5.5%), Occidental Petroleum Corp. (5.3%), Ishares Silver Trust (5.2%), Mckesson Corp (4.5%), Samsung Electronics Pref 0.9 (4.1%). View all LOGOX holdings, sector breakdown, or dividend history.
LOGOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LOGOX alternatives are available via the screener, along with tax-loss harvesting opportunities.