Scharf Etf Profile

KAT Etf   55.22  0.15  0.27%   

Performance

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Odds Of Distress

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Scharf ETF is selling for under 55.22 as of the 24th of December 2025; that is 0.27 percent increase since the beginning of the trading day. The etf's last reported lowest price was 55.01. Scharf ETF has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of November 2025 and ending today, the 24th of December 2025. Click here to learn more.
Scharf ETF is entity of United States. It is traded as Etf on NYSE exchange. More on Scharf ETF

Moving against Scharf Etf

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Scharf Etf Highlights

Thematic Ideas
(View all Themes)
Old Names[Katoro Gold plc, Katanga Mining Limited]
Business ConcentrationBroad Equity ETFs, Size And Style ETFs, Large Blend (View all Sectors)
IssuerScharf Investments
Inception Date2025-08-25
Entity TypeRegulated Investment Company
Asset Under Management724.59 Million
Asset TypeEquity
CategorySize and Style
FocusBroad Equity
Market ConcentrationBlended Development
RegionGlobal
AdministratorU.S. Bank Global Fund Services, LLC
AdvisorScharf Investments, LLC
CustodianU.S. Bank, N.A.
DistributorQuasar Distributors, LLC
Portfolio ManagerBrian Krawez, Gabe Houston, Charles Ragauss
Transfer AgentU.S. Bank Global Fund Services, LLC
Fiscal Year End30-Sep
ExchangeNASDAQ
Number of Constituents38.0
Total Expense0.75
Management Fee0.75
Country NameUSA
Returns Y T D6.12
NameScharf ETF
Currency CodeUSD
Open FigiBBG01WWBHCN8
In Threey Volatility11.38
1y Volatility11.22
CodeKAT
Updated At22nd of December 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.4
TypeETF
Scharf ETF [KAT] is traded in USA and was established null. The fund is classified under Large Blend. The entity is thematically classified as Broad Equity ETFs. Scharf ETF now have in assets. , while the total return for the last 3 years was 10.8%.
Check Scharf ETF Probability Of Bankruptcy

Geographic Allocation (%)

Scharf ETF Currency Exposure

Scharf ETF holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Scharf ETF will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Scharf ETF.

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Scharf ETF Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Scharf ETF. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Scharf ETF Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. Cosh Values Of Scharf ETF Price Series is a hyperbolic price transformation function.

Scharf ETF Against Markets

When determining whether Scharf ETF is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Scharf Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Scharf Etf. Highlighted below are key reports to facilitate an investment decision about Scharf Etf:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Scharf ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation.
For more information on how to buy Scharf Etf please use our How to Invest in Scharf ETF guide.
You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
The market value of Scharf ETF is measured differently than its book value, which is the value of Scharf that is recorded on the company's balance sheet. Investors also form their own opinion of Scharf ETF's value that differs from its market value or its book value, called intrinsic value, which is Scharf ETF's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Scharf ETF's market value can be influenced by many factors that don't directly affect Scharf ETF's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Scharf ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if Scharf ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Scharf ETF's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.