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Scharf Investments

Scharf Investments Parent Rating


Overall, Scharf Investments benefits from a strong investment culture, earning it a High Parent Pillar rating. Manager investment is an area of strength for the firm. Over 75% of the firm's assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Scharf Investments has brought continuity to its product shelf, with low portfolio management turnover compared with peer firms over the past five years. Scharf Investments open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Scharf Investments's rating.

Scharf Investments


US Open-end ex MM ex FoF ex Feeder

Total Net Assets

479.42 Mil

Investment Flows (TTM)

−1.37 Mil

Asset Growth Rate (TTM)


# of Share Classes


Highest Rated Investments

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Morningstar Rating # of Share Classes
Not Rated 0
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The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars. Star ratings are calculated at the end of every month. Investments must have at least 36 continuous months of total returns to receive a rating.

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