LOGOX Mutual Fund

LOGOX Mutual Fund (Scharf Multi-Asset Opportunity Fund Institutional Class) is managed by Scharf Funds with $40.0M in net assets. LOGOX expense ratio is 0.95%, holding 60 positions across sectors including Health Care, Financials, Industrials. Inception date: 2012-12-31.

LOGOX performance shows a YTD return of 2.91%. The 1-year return is 4.06% and the 5-year return is 6.70%. LOGOX dividend yield stands at 0.75%.

LOGOX top holdings include Samsung Electronics Pref 0.9 (7.7%), Spdr Gold Trust-etf (4.8%), Ishares Silver Trust (4.1%), Mckesson Corp. (4.0%), Occidental Petroleum Corp. (3.9%). Go to all LOGOX holdings, LOGOX sectors, or LOGOX dividends.

LOGOX can be compared against other funds. Use LOGOX overlap to find shared positions, or LOGOX vs another fund for a side-by-side view. LOGOX alternatives are available via the screener, along with tax-loss harvesting opportunities.