Company Overview
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.
Investment Analysis & Insights
Key Investment Highlights
- Market Position: Financial Services leader with 48.97M market capitalization
- Trading Volume: 0 shares traded today
- Price Range: 52-week range of $33.81 - $38.54
- Exchange: Listed on NASDAQ
Financial Metrics
Market Analysis for Scharf Multi-Asset Opportunity Fund Retail Class
Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX) operates in the Asset Management industry within the Financial Services sector. With a current market capitalization of 48.97M, the company represents a significant player in its market. The stock is currently trading at $37.46 with a positivedaily change of 0.92%.
The company's substantial employee base and presence on the NASDAQexchange position it as a Financial Services sector leader. Investors should consider the stock's P/E ratio of 20.35, beta of 0.87, and 52-week price range from $33.81 to $38.54when evaluating investment opportunities.
Why Invest in Scharf Multi-Asset Opportunity Fund Retail Class?
Strengths
- • Established market presence in Financial Services
- • Strong financial metrics and market position
- • Listed on major exchange (NASDAQ)
- • Experienced leadership under
Investment Considerations
- • Monitor sector-specific market trends
- • Track quarterly earnings performance
- • Consider market volatility and beta
- • Evaluate long-term growth potential
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.