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KAT Stock Price, Chart, Stats & News
Scharf ETF
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Scharf ETF (KAT) is a dividend-paying ETF with a current dividend yield of 0.12% as of Sep 9, 2026. It pays $0.0671 per share over the trailing twelve months and distributes annually.
Large Blend
Category
0.12%
Dividend yield
$0.0671
0.75%
Expense ratio
674.72M
Assets
7.92%
1Y return
KAT chart
KAT returns
| YTD | 6.96% |
| 1Y | 7.92% |
| 3Y | 9.67% |
| 5Y | 6.37% |
| 10Y | 9.18% |
| 1Y volatility | 12.63% |
| 3Y volatility | 11.83% |
| Sharpe ratio | 0.47 |
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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