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LOGBX
Scharf Balanced Opportunity Fund - Retail Class
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

LOGBX Mutual Fund Price & Analysis

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.

LOGBX Mutual Fund Chart & Stats

Previous Close$36.14
Sub-CategoryAsset Allocation
Total Liabilities90.00K
Last Dividend Ex-Date
Dec 17, 2024
Expense Ratio1.20%
Holding Count67
Brandadvisors series trust
Dividend Yield
 (4.78%)
CategoryBalanced
Total Assets49.07M
Shares OutstandingN/A
52-Week Range$34.37 - $38.54

LOGBX Mutual Fund News

Paramount Stock (NASDAQ:PARA) Dips, Main Ad Agency Fired
PremiumMarket News
Paramount Stock (NASDAQ:PARA) Dips, Main Ad Agency Fired
2d ago
MSFT
PARA
AI Daily: Apple’s AI launch in China delayed amid U.S.-China tensions
PremiumThe Fly
AI Daily: Apple’s AI launch in China delayed amid U.S.-China tensions
2d ago
ACN
IBM
UBS Lowers Price Target on Berkshire Hathaway Stock (BRK.B) as ‘Buffett Premium’ Ends
PremiumMarket News
UBS Lowers Price Target on Berkshire Hathaway Stock (BRK.B) as ‘Buffett Premium’ Ends
2d ago
UBS
OpenAI COO reports 3M paying business users in CNBC interview
PremiumThe Fly
OpenAI COO reports 3M paying business users in CNBC interview
2d ago
AMZN

Top 10 Holdings

Name
Weight %
USD_CASH
TREASURY BILL
7.14%
MCK
McKesson Corporation
4.94%
FI
Fiserv, Inc.
4.78%
BRK.B
Berkshire Hathaway B
4.46%
GLD
SPDR Gold Shares
3.61%
BN
Brookfield Corporation
3.57%
V
Visa Inc.
3.25%
MKL
Markel Corporation
3.13%
OXY
Occidental Petroleum Corp.
3.05%
MSFT
Microsoft
3.03%
Total40.97%
Go to Holdings >

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