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LOGBX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
48.68M

LOGBX Scharf Multi-Asset Opportunity Retail Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Comcast Corp (NASDAQ:CMCSA), McKesson Corp (NYSE:MCK), Centene Corp (NYSE:CNC).

Industry description

The investment seeks long-term capital appreciation and income. The fund invests in a mix of equity securities and fixed-income securities. Under normal market conditions, it allocates between 50% and 75% of its total assets to equity securities. Under normal market conditions, the fund allocates between 25% and 50% of its total assets to fixed-income securities.

Market Cap

The average market capitalization across the Scharf Multi-Asset Opportunity Retail MF is 267.87B. The market cap for tickers in the group ranges from 19.29B to 3.05T. MSFT holds the highest valuation in this group at 3.05T. The lowest valued company is MKL at 19.29B.

Volume

The average weekly volume growth across all stocks in the Scharf Multi-Asset Opportunity Retail MF was -17%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was -22%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 59
P/E Growth Rating: 62
Price Growth Rating: 40
SMR Rating: 50
Profit Risk Rating: 37
Seasonality Score: -45 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Advisors Series Trust(Scharf)615 East Michigan StreetMilwaukee
Phone
N/A
Web
www.scharffunds.com
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LOGBX and

Correlation & Price change

A.I.dvisor indicates that over the last year, LOGBX has been closely correlated with RLBCX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if LOGBX jumps, then RLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LOGBX
1D Price
Change %
LOGBX100%
+0.11%
RLBCX - LOGBX
93%
Closely correlated
+0.12%
RLBAX - LOGBX
93%
Closely correlated
+0.12%
RLBEX - LOGBX
93%
Closely correlated
+0.15%
RLBFX - LOGBX
92%
Closely correlated
+0.15%
RLBBX - LOGBX
92%
Closely correlated
+0.15%
More