MENU
+Compare
LOGOX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$35.97
Change
-$0.66 (-1.80%)
Net Assets
49.28M

LOGOX Scharf Multi-Asset Opportunity Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation and income... Show more

Ad is loading...
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 Instl MF is 460.64B. The market cap for tickers in the group ranges from 19.78B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MKL at 19.78B.

Volume

The average weekly volume growth across all stocks in the Scharf Multi-Asset Opportunity Instl MF was 87%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 91%

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: 42
Price Growth Rating: 45
SMR Rating: 71
Profit Risk Rating: 45
Seasonality Score: -18 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Advisors Series Trust(Scharf)615 East Michigan StreetMilwaukee
Phone
N/A
Web
www.scharffunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GBEMX20.10N/A
N/A
Victory Sophus Emerging Markets A
SWTSX95.40N/A
N/A
Schwab Total Stock Market Index
ASIRX9.77N/A
N/A
Alger Small Cap Growth Institutional R
BRXUX13.89N/A
N/A
MFS Blended Research Intl Eq R4
GAORX20.37N/A
N/A
JPMorgan Global Allocation R5

LOGOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LOGOX has been closely correlated with BALCX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if LOGOX jumps, then BALCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LOGOX
1D Price
Change %
LOGOX100%
N/A
BALCX - LOGOX
89%
Closely correlated
-2.58%
BALFX - LOGOX
89%
Closely correlated
-2.56%
FBONX - LOGOX
63%
Loosely correlated
-2.56%
RLEFX - LOGOX
63%
Loosely correlated
-2.53%
FBAFX - LOGOX
63%
Loosely correlated
-2.56%
More