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LOGOX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$37.17
Change
-$0.17 (-0.46%)
Net Assets
49.88M

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

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

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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 456.8B. 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 10%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 46
Price Growth Rating: 43
SMR Rating: 71
Profit Risk Rating: 42
Seasonality Score: 38 (-100 ... +100)
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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
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LOGOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LOGOX has been closely correlated with FBONX. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if LOGOX jumps, then FBONX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LOGOX
1D Price
Change %
LOGOX100%
-0.46%
FBONX - LOGOX
75%
Closely correlated
-0.86%
FBAFX - LOGOX
75%
Closely correlated
-0.86%
RLEFX - LOGOX
75%
Closely correlated
-0.86%
RAMHX - LOGOX
75%
Closely correlated
-0.84%
ABALX - LOGOX
65%
Loosely correlated
-0.89%
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