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

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Union Pacific Corp (NYSE:UNP), McKesson Corp (NYSE:MCK), Occidental Petroleum Corp (NYSE:OXY).

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.

The average market capitalization across the Scharf Multi-Asset Opportunity Retail MF is 702.03B. The market cap for tickers in the group ranges from 61.28B to 2.79T. AMZN holds the highest valuation in this group at 2.79T. The lowest valued company is OXY at 61.28B.

The average weekly volume growth across all stocks in the Scharf Multi-Asset Opportunity Retail MF was 6%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -58%