KAT
Scharf ETF Equity$55.10
-0.77%
(-0.43)
AUM $758.6M
Expense 75.00%
52w Low $52.27
46.3% of range
52w High $58.39
50d MA $55.30
200d MA $55.27
NAV
$54.10
AUM
$758.6M
Expense
75.00%
Holdings
38
Avg Volume
171K
Inception
Jan 27, 2016
Issuer
Scharf
Exchange
—
Domicile
US
ISIN
US00770X2201
50d MA
$55.30
200d MA
$55.27
About
KAT primarily holds 25 to 35 mid- and large-cap stocks globally with strong long-term appreciation potential and limited downside risk. The strategy seeks securities with low valuations combined with growing earnings, cash flow, and/or book value by utilizing five key principles. These include low valuation, discount to fair value, investment flexibility, focus, and a long-term outlook. The fund m…
Sector Exposure
Financial Services
27.8%
Healthcare
23.3%
Industrials
13.7%
Technology
11.3%
Energy
8.1%
Communication Services
6.3%
Basic Materials
4.8%
Consumer Defensive
2.5%
Consumer Cyclical
2.2%