Scharf Retail (LOGRX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:05AM EDT. Market open.
Scharf Retail
Milwaukee, Wisconsin 53202
615 East Michigan Street
Advisors Series Trust(Scharf)
Management Information
,Lead Manager since December 29, 2011
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
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyScharf Investments
Net Assets437.19M
YTD Return3.60%
Yield0.46%
Morningstar Rating★★
Inception DateDec 29, 2011
Fund Operations
Last Dividend0.26
Last Cap Gain27.00
Holdings Turnover35.49%
Average for CategoryN/A
Fees & Expenses
ExpenseLOGRXCategory Average
Annual Report Expense Ratio (net)0.89%0.78%
Prospectus Net Expense Ratio0.89%N/A
Prospectus Gross Expense Ratio0.98%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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