KAT Stock Price, Chart, Stats & News

Scharf ETF
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Large Blend
Category
0.40%
Dividend yield
$0.2171
0.75%
Expense ratio
665.98M
Assets
0.50%
1Y return
KAT chart
1M
3M
1Y
5Y
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KAT returns
| YTD | 0.19% |
| 1Y | 0.50% |
| 3Y | 8.66% |
| 5Y | 5.43% |
| 10Y | 8.91% |
| 1Y volatility | 11.19% |
| 3Y volatility | 11.78% |
| Sharpe ratio | 0.51 |
About
KAT is an actively managed Exchange Traded Fund that primarily invests in a concentrated portfolio of 25 to 35 mid- and large-capitalization equities sourced globally. The fund's objective is to achieve substantial long-term capital appreciation while aiming to minimize potential losses. Its strategy is rooted in a disciplined value-oriented approach, identifying companies with robust financial fundamentals—such as growing earnings, cash flow, or book value—that are currently undervalued in the market.
Top 10 KAT holdings
| Holding | Ownership |
|---|---|
Financial Services 14.65% | |
Financial Services 13.73% | |
Financial Services 9.95% | |
Financial Services 6.22% | |
Financial Services 4.48% | |
Financial Services 4.47% | |
Financial Services 4.33% | |
Financial Services 4.26% | |
Financial Services 3.51% | |
Financial Services 3.41% |
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