Scharf Investments Mutual Funds List
Here you can find all mutual funds issued by Scharf Investments and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.97%
- Avg. 1 Year Return
- 11.01%
- Avg. 5 Year Return
- 6.28%
- Median Risk/Return Score
- 15 / 100
Scharf Investments Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scharf Multi-Asset Opportunity Fund | Diversified Portfolio | Dec 30, 2012 | 0.97% | 3.82% | 8.20% | 1.98% | 15 |
Explore top Scharf Investments Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Scharf Investments Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Scharf Multi-Asset Opportunity Fund | 15 | — | Dec 2012 |
Best-Performing Scharf Investments Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Scharf Multi-Asset Opportunity Fund | 6.28% | — | Dec 2012 |
Lowest-Cost Scharf Investments Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Scharf Multi-Asset Opportunity Fund | 0.97% | — | Dec 2012 |
Highest-Yield Scharf Investments Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Scharf Multi-Asset Opportunity Fund | 1.98% | — | Dec 2012 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.