Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.89: the stock has moved about 11% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerScharf Multi-Asset Opportunity Fund Retail Class (LOGBX) trades at $39.88. Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX) is a diversified fund investing in both equity and fixed-income securities. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for LOGBX: LOGBX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX) Financial Services Profile
Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX) offers a blend of equity and fixed-income investments, allocating 50-75% to equities and 25-50% to fixed income under normal market conditions. With a beta of 0.89 and a market cap of $0.05 billion, the fund provides diversified exposure within the asset management sector.
What Is the Investment Thesis for LOGBX?
LOGBX presents a diversified investment vehicle with a focus on balancing equity and fixed-income allocations. The fund's strategy of maintaining 50-75% in equities and 25-50% in fixed income seeks to provide both growth and stability. Key value drivers include the fund's ability to adapt its asset allocation based on market conditions and its potential to generate consistent returns. A beta of 0.89 suggests moderate volatility compared to the broader market. Upcoming catalysts include potential shifts in asset allocation in response to evolving economic conditions. Potential risks include market fluctuations impacting both equity and fixed-income holdings.
Based on FMP financials and quantitative analysis
LOGBX Key Highlights
The fund invests in a mix of equity and fixed-income securities, providing diversification.
- Under normal market conditions, 50-75% of total assets are allocated to equity securities, targeting capital appreciation.
- Under normal market conditions, 25-50% of total assets are allocated to fixed-income securities, providing stability and income.
- Market capitalization of $0.05 billion indicates a smaller fund size.
- Beta of 0.89 suggests moderate volatility relative to the market.
Who Are LOGBX's Competitors?
LOGBX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ARRFX AMG River Road Focused Absolute Value Fund - Class N | $12.18 | +0.41% | $40.8M | — |
| FLRAX Nuveen Large Cap Select Fund Class A | $46.97 | +0.82% | $48.6M | — |
| FLYCX Nuveen Large Cap Select Fund Class C | $39.91 | +0.81% | $48.5M | — |
| FQUAX AMG River Road Large Cap Value Select Fund Class N | $18.76 | +0.37% | $39.9M | — |
| HDOGX Hennessy Total Return Fund Inv Cl | $15.29 | -0.13% | $48.9M | — |
| BLK BlackRock, Inc. | $1061.57 | +0.18% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $112.47 | +0.64% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.54 | -0.20% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LOGBX's Key Strengths?
Diversified asset allocation between equity and fixed income.
- Experienced management team.
- Balanced approach to capital appreciation and income generation.
What Are LOGBX's Weaknesses?
Smaller market capitalization may limit trading flexibility.
- Performance is subject to market fluctuations in both equity and fixed-income markets.
- Reliance on management expertise for asset allocation decisions.
What Are the Key Risks for LOGBX?
Market volatility impacting both equity and fixed-income holdings.
- Changes in interest rates affecting fixed-income returns.
- Economic downturn impacting equity valuations.
What Are LOGBX's Competitive Advantages?
- Diversified asset allocation strategy reduces risk.
- Experienced management team with expertise in equity and fixed-income investments.
- Established track record of consistent performance.
What Does LOGBX Do?
Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX) is a retail class fund that strategically invests in a mix of equity and fixed-income securities. The fund's investment strategy revolves around dynamically allocating assets between these two primary categories to optimize returns while managing risk. Under typical market conditions, LOGBX allocates a substantial portion, ranging from 50% to 75%, of its total assets to equity securities, seeking capital appreciation through investments in various sectors and market capitalizations. The remaining portion, generally between 25% and 50%, is allocated to fixed-income securities, providing a cushion against market volatility and generating income. This balanced approach aims to deliver consistent performance across different economic cycles. The fund's investment decisions are guided by in-depth market analysis and a disciplined approach to asset allocation, ensuring that the portfolio remains aligned with its investment objectives. LOGBX is designed for investors seeking a diversified investment solution that combines the growth potential of equities with the stability of fixed income, all within a single fund structure. The fund operates within the broader asset management industry, catering to retail investors looking for professionally managed, multi-asset portfolios.
What Products and Services Does LOGBX Offer?
- Invests in a mix of equity securities.
- Invests in a mix of fixed-income securities.
- Allocates 50-75% of assets to equity under normal market conditions.
- Allocates 25-50% of assets to fixed-income under normal market conditions.
- Aims to provide a balanced approach to capital appreciation.
- Seeks to generate income through fixed-income investments.
How Does LOGBX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Investment decisions are guided by market analysis and asset allocation strategies.
- Aims to deliver consistent performance across different economic cycles.
What Industry Does LOGBX Operate In?
Scharf Multi-Asset Opportunity Fund Retail Class operates within the asset management industry, which is characterized by a diverse range of investment products and strategies. The industry is influenced by market trends, economic conditions, and regulatory changes. Funds like LOGBX compete with other multi-asset funds and investment vehicles, vying for investor capital by offering different risk-return profiles. The asset management industry is experiencing growth driven by increasing demand for professionally managed investment solutions and the expansion of wealth globally. The competitive landscape includes both large, established firms and smaller, specialized managers.
Who Are LOGBX's Key Customers?
- Retail investors seeking diversified investment solutions.
- Investors looking for a balance between growth and stability.
- Individuals seeking professionally managed, multi-asset portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -3.3%.
LOGBX Financials
Bull Case vs Bear Case
Bull Case
- Diversified asset allocation between equity and fixed income.
- Experienced management team.
- Balanced approach to capital appreciation and income generation.
- Upcoming: Potential shifts in asset allocation in response to evolving economic conditions.
Bear Case
- Smaller market capitalization may limit trading flexibility.
- Performance is subject to market fluctuations in both equity and fixed-income markets.
- Reliance on management expertise for asset allocation decisions.
- Potential: Market volatility impacting both equity and fixed-income holdings.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
LOGBX Latest News
No recent news available for LOGBX.
LOGBX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for LOGBX.
Price Targets
Wall Street price target analysis for LOGBX.
LOGBX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for LOGBX; grades run from A+ (80-100) to F (below 30).
Common Questions About LOGBX (Financials)
What does Scharf Multi-Asset Opportunity Fund Retail Class do?
Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX) is a fund that invests in a mix of equity and fixed-income securities.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.