KAT

Scharf ETF

$60.65

0.14%
CategoryGlobal

Under normal market conditions, the fund primarily invests in equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of mid- and large- capitalization companies, rights, and warrants. It is non-diversified.

Source: Yahoo Finance
Q-Score46/ 100
Net Assets$665.9M
P/E24.55
Dividend Yield0.51%
52-Week Range—
Expense Ratio0.75%
1Y Return+10.0%
Beta0.49
AI summary

Price & performance

1M+4.5%
3M+5.4%
YTD+8.4%
1Y+10.0%
52-week range—
Beta0.49
Full chart and returns against a benchmark

Q-Score

46/ 100

Quality against peers; 50 is the peer median.

Growth40
Risk70
Performance33
Valuation52
Profitability51
Leverage56
Sentiment49
Every score and metric

News sentiment

Open News & Signals

Top holdings

Every holding and the look-through

Fund facts

Expense ratio0.75%
Net assets$665.9M
1-year return+10.0%
Top-10 coverage53.3%
Dividend yield0.51%
Concentration and breadth