Scharf Fund

Class Inv (LOGIX)

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.18 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 25.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the Scharf 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 market capitalizations, rights and warrants. It may invest up to 50% of its total assets in securities of foreign issuers, including up to 25% of its total assets in issuers in emerging markets. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Scharf Fund has an expense ratio of 1.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Scharf Investments (California) Funds