Skip to Content
Morningstar

Scharf Global Opportunity Institutional WRLDX

Morningstar Medalist Rating
Medalist Rating as of | See Scharf Investments Investment Hub
  • NAV / 1-Day Return 33.57  /  +0.48 %
  • Total Assets 25.9 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.13%
  • Turnover 34%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:21 PM GMT+0

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.

Scharf Global Opportunity Institutional earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WRLDX

More WRLDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd Participating Preferred

6.77 1.8 Mil
Technology

Brookfield Corp Registered Shs -A- Limited Vtg

6.23 1.7 Mil
Financial Services

Comcast Corp Class A

5.46 1.5 Mil
Communication Services

Fiserv Inc

4.58 1.3 Mil
Technology

Centene Corp

4.49 1.2 Mil
Healthcare

Heineken Holding NV

3.99 1.1 Mil
Consumer Defensive

Berkshire Hathaway Inc Class B

3.94 1.1 Mil
Financial Services

Markel Group Inc

3.88 1.1 Mil
Financial Services

Assa Abloy AB Class B

3.87 1.1 Mil
Industrials

Compass Group PLC

3.75 1.0 Mil
Consumer Cyclical