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LOGRX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
389.71M

LOGRX Scharf Retail Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

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

Industry description

The investment seeks long-term capital appreciation. 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 companies of all size market capitalizations, rights and warrants. It may invest up to 50% of its total assets in securities of foreign issuers listed on foreign exchanges (excluding depositary receipts), including up to 25% of its total assets in issuers in emerging markets.

Market Cap

The average market capitalization across the Scharf Retail MF is 230.67B. The market cap for tickers in the group ranges from 19.99B to 2.33T. MSFT holds the highest valuation in this group at 2.33T. The lowest valued company is MKL at 19.99B.

Volume

The average weekly volume growth across all stocks in the Scharf Retail MF was -0%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was -24%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 50
Price Growth Rating: 51
SMR Rating: 55
Profit Risk Rating: 46
Seasonality Score: -23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, LOGRX has been closely correlated with FFFMX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if LOGRX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LOGRX
1D Price
Change %
LOGRX100%
-0.44%
FFFMX - LOGRX
95%
Closely correlated
-0.46%
FFMMX - LOGRX
95%
Closely correlated
-0.48%
VIVAX - LOGRX
92%
Closely correlated
-0.63%
VVIAX - LOGRX
91%
Closely correlated
-0.63%
VIVIX - LOGRX
91%
Closely correlated
-0.63%
More