Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX) Research
The fund maintains a diversified investment strategy, distributing its capital across both equity and fixed-income assets. Typically, under standard market conditions, the portfolio allocates between 50% and 75% of its total value to stock-based investments, while concurrently committing 25% to 50% of its overall assets to bond instruments.
Market snapshot
- Symbol
- LOGBX
- Price
- $38.58
- Day change
- -0.46%
- Market cap
- $49.4M
- 52-week range
- 36.41-41.2
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG River Road Focused Absolute Value Fund - Class N (ARRFX)
- Nuveen Large Cap Select Fund Class A (FLRAX)
- Nuveen Large Cap Select Fund Class C (FLYCX)
- AMG River Road Large Cap Value Select Fund Class N (FQUAX)
- Hennessy Total Return Fund Inv Cl (HDOGX)
- AMG Veritas China Fund Class N (MMCFX)
- Mexico Equity & Income Fund Inc. (MXE)
- RiverParks Large Growth Fund Retail Shares (RPXFX)
Open Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.