WRLDX : Scharf Global Opportunity Fund Retail Class

WRLDX is a Allocation Market Total World with LOW fees.


Scharf Global Opportunity Fund Retail Class

FI Score

42 /100

Expense Ratio Rating

9 /10

Expense Rating

4 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

42% FI Score
  • wrldx
  • Mutual Fund
  • Allocation
  • Total World

Scharf Global Opportunity Fund Retail Class

Expenses: 0.59% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund primarily invests in U.S. and non-U.S. 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. Foreign securities in which the fund may invest may be domiciled in countries outside of the U.S. and may be securities listed on foreign exchanges as well as in the form of depositary receipts.

Largest Holdings

Amount Holding
6.32% Samsung Electronics Co Ltd Participating Preferred
5.84% CVS Health Corp
4.74% Comcast Corp Class A
4.62% AIA Group Ltd
4.55% McKesson Corp
4.47% Roche Holding AG ADR
4.43% Microsoft Corp
4.31% Grupo Televisa SAB ADR
4.31% Novartis AG ADR
4.28% Berkshire Hathaway Inc Class B
4.19% Oracle Corp
4.13% Johnson & Johnson
4.05% Domino's Pizza Group PLC
3.84% Sony Corp ADR
3.70% Unilever NV ADR
3.34% Baidu Inc ADR
3.02% Advance Auto Parts Inc
2.90% Cognizant Technology Solutions Corp A
2.86% Booking Holdings Inc
2.60% Danone SA
2.35% Quest Diagnostics Inc
2.23% Tencent Holdings Ltd ADR
2.12% Kansas City Southern
1.98% Heineken NV
1.97% Alexion Pharmaceuticals Inc

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