Morningstar

Scharf Global Opportunity ETF GKAT

Morningstar Medalist Rating
Medalist Rating as of | See Scharf Investments Investment Hub

Morningstar’s Analysis GKAT

Will GKAT outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GKAT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GKAT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GKAT’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Scharf Global Opportunity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GKAT

More GKAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Brookfield Corp Registered Shs -A- Limited Vtg

6.22 8M
Financial Services

Franco-Nevada Corp

4.72 6M
Basic Materials

McKesson Corp

4.47 6M
Healthcare

Samsung Electronics Co Ltd

4.22 6M
Technology

Novartis AG ADR

4.03 5M
Healthcare

Union Pacific Corp

4.03 5M
Industrials

Microsoft Corp

3.92 5M
Technology

AstraZeneca PLC ADR

3.87 5M
Healthcare

Heineken NV ADR

3.77 5M
Consumer Defensive

Fiserv Inc

3.50 5M
Technology

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