Morningstar

Scharf ETF KAT

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

Morningstar’s Analysis KAT

Will KAT 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 KAT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the KAT 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 KAT’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Scharf ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings KAT

More KAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Union Pacific Corp

5.91 39M
Industrials

Occidental Petroleum Corp

5.54 37M
Energy

Amazon.com Inc

5.42 36M
Consumer Cyclical

Markel Group Inc

5.25 35M
Financial Services

Microsoft Corp

4.92 33M
Technology

Meta Platforms Inc Class A

4.91 33M
Communication Services

Visa Inc Class A

4.46 30M
Financial Services

McKesson Corp

4.41 29M
Healthcare

Brookfield Corp Registered Shs -A- Limited Vtg

4.15 28M
Financial Services

Chubb Ltd

3.91 26M
Financial Services

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