GKATScharf Global Opportunity ETF
Seeks long-term capital appreciation.
By Scharf Investments · Launched 2014
Annual Cost
0.59%
#3,116 of 5,854 · average
Fund Size
$160M
#2,545 of 5,854 · mid-size
Return (1Y)Goal
N/A
Track Record
11 years
#1,211 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,518+15.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 44.6% of fundmoderately concentrated
Occidental Petroleum Corp
8.4%
Franco-Nevada Corp
4.7%
Marsh & McLennan Cos Inc
4.4%
Zoetis Inc
4.2%
Canadian National Railway Co
4.1%
Samsung Electronics Co Ltd
4.1%
Haleon PLC
4.0%
Union Pacific Corp
3.8%
Microsoft Corp
3.8%
Meta Platforms Inc
3.2%
Asset allocation
Stocks
97.3%
Other
2.1%
Cash
0.7%
By sector
Healthcare
31.6%
Financial Services
23.5%
Technology
19.8%
Industrials
9.4%
Basic Materials
4.8%
Consumer Defensive
4.8%
Energy
2.8%
Communication
2.8%
Other
0.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-10.4%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Primarily invests in U.S. and non-U.S. equity securities with significant appreciation potential. The Fund will invest at least 40% of its total assets in non-U.S. securities and may also invest in fixed-income securities and special situations.
- Inception date
- October 14, 2014
- Fund family
- Scharf Investments
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Data updated on 2026-08-03