Scharf Balanced Opportunity Fund

Class Inv (LOGOX)

U.S. News evaluated 247 Moderate Allocation 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 18.34 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 18.3%
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 and income. The fund invests in a mix of equity securities and fixed-income securities. Under normal market conditions, it allocates between 50% and 75% of its total assets to equity securities. Under normal market conditions, the fund allocates between 25% and 50% of its total assets to fixed-income securities. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Scharf Balanced Opportunity Fund has an expense ratio of 1.20 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
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