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LOGOX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$37.11
Change
+$0.03 (+0.08%)
Net Assets
48.17M

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 542.29B. The market cap for tickers in the group ranges from 13.99B to 3.87T. MSFT holds the highest valuation in this group at 3.87T. The lowest valued company is CNC at 13.99B.

Volume

The average weekly volume growth across all stocks in the Scharf Multi-Asset Opportunity Instl MF was 42%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 48%

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: 54
Price Growth Rating: 49
SMR Rating: 72
Profit Risk Rating: 48
Seasonality Score: -39 (-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 loosely correlated with ABALX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if LOGOX jumps, then ABALX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LOGOX
1D Price
Change %
LOGOX100%
+0.08%
ABALX - LOGOX
65%
Loosely correlated
-0.21%
BALFX - LOGOX
63%
Loosely correlated
-0.21%
AMBFX - LOGOX
62%
Loosely correlated
-0.21%
RLBFX - LOGOX
56%
Loosely correlated
-0.24%
RAMHX - LOGOX
56%
Loosely correlated
-0.21%
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