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Morningstar

Scharf Global Opportunity Institutional WRLDX Fund Analysis

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

Morningstar’s Analysis WRLDX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Scharf Global Opportunity Institutional’s strong process and parent firm support this strategy's Morningstar Medalist Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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