Scharf Multi-Asset Opportunity Fund (LOGOX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LOGOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LOGOX
LOGOX charges 0.97% annually. There are 395 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | LOGOX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | LOGOX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | LOGOX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LOGOX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | LOGOX vs BWBIX |
Best Risk-Adjusted Alternatives to LOGOX
LOGOX has a PortfoliosLab risk / return rank of 18. There are 524 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | LOGOX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | LOGOX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | LOGOX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | LOGOX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | LOGOX vs FSRRX |
Top Performing LOGOX Alternatives (YTD)
LOGOX is at 1.77% YTD. There are 525 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | LOGOX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | LOGOX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | LOGOX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | LOGOX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | LOGOX vs BRUFX |
Lowest Volatility Alternatives to LOGOX
LOGOX has 10.10% 1-year volatility. There are 374 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | LOGOX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | LOGOX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | LOGOX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | LOGOX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | LOGOX vs CSTAX |
Lowest Drawdown Alternatives to LOGOX
LOGOX has a 1-year max drawdown of -9.54%. There are 509 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | LOGOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | LOGOX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | LOGOX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | LOGOX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | LOGOX vs CSTAX |
Often Compared With LOGOX
Investors most often compare LOGOX with MHELX, FCSRX, FYMIX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare LOGOX with Any Fund or Stock
Compare LOGOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LOGOX with funds that move differently
Scharf Multi-Asset Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LOGOX.
Explore LOGOX Diversifiers