KAT
Scharf ETF
📎 Investment Objective
The Scharf ETF (KAT) seeks to provide long-term capital appreciation.
Overview
ETF tracking Scharf ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Scharf ETF (KAT) seeks to provide long-term capital appreciation.
🎯 Investment Strategy
The ETF invests in a diversified portfolio of domestic and international equity securities, including common stocks, preferred stocks, and convertible securities. The fund's investment process focuses on identifying undervalued companies with strong competitive positions and financial strength.
✨ Key Features
- Actively managed portfolio seeking to identify undervalued companies
- Exposure to both domestic and international equities
- Relatively low expense ratio of 0.00%
- Limited performance history due to recent fund launch
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Equity risk: The fund is subject to the volatility of the equity market
- International investing risk: Investments in foreign securities may be subject to additional risks
- Lack of track record: The fund's limited performance history makes it difficult to evaluate its long-term potential
👤 Best For
The Scharf ETF (KAT) may be suitable for investors seeking long-term capital appreciation through a diversified portfolio of domestic and international equities. Due to the fund's recent launch and limited performance history, it may be most appropriate for investors with a higher risk tolerance and a long-term investment horizon.