Scharf Multi-Asset Opportunity Retail (LOGBX)
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Scharf Multi-Asset Opportunity Retail
Milwaukee, Wisconsin 53202
615 East Michigan Street
Advisors Series Trust(Scharf)
Management Information
,Lead Manager since December 30, 2012
Gabe Houston serves as a Senior Research Analyst and an investment committee member. He is responsible for new idea generation, research, analysis and valuation. Mr. Houston joined Scharf Investments in May 2006.
Mr. Houston earned a Bachelor of Arts degree in Business Management Economics from the University of California, Santa Cruz. Mr. Houston has earned his Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
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Morningstar Category
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Fund Overview
CategoryAllocation--50% to 70% Equity
Fund FamilyScharf Investments
Net Assets48.01M
YTD Return1.38%
Yield0.97%
Morningstar Rating★★★★
Inception DateJan 20, 2016
Fund Operations
Last Dividend0.36
Last Cap Gain22.00
Holdings Turnover28.37%
Average for CategoryN/A
Fees & Expenses
ExpenseLOGBXCategory Average
Annual Report Expense Ratio (net)1.20%0.84%
Prospectus Net Expense Ratio1.20%N/A
Prospectus Gross Expense Ratio1.40%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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