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 392 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LOGOX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | LOGOX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | LOGOX vs FYMIX |
Best Risk-Adjusted Alternatives to LOGOX
LOGOX has a PortfoliosLab risk / return rank of 14. There are 518 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 | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | LOGOX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | LOGOX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | LOGOX vs FSRKX |
Top Performing LOGOX Alternatives (YTD)
LOGOX is at 3.30% YTD. There are 493 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | LOGOX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | LOGOX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | LOGOX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | LOGOX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | LOGOX vs DGIFX |
Lowest Volatility Alternatives to LOGOX
LOGOX has 9.56% 1-year volatility. There are 387 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 Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | LOGOX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | LOGOX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | LOGOX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | LOGOX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | LOGOX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | LOGOX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | LOGOX vs FSRRX |
Often Compared With LOGOX
Investors most often compare LOGOX with BLNDX, FSIRX, FSRTX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | LOGOX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.74% | — | Sep 2005 | LOGOX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 95 | 8.65% | — | Sep 2005 | LOGOX vs FSRTX | |
| Sound Mind Investing Fund | Diversified Portfolio | 41 | 17.18% | — | Dec 2005 | LOGOX vs SMIFX |
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