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GKATScharf Global Opportunity ETF

Grow my money#1466 of 2944 for Grow my money

Seeks long-term capital appreciation.

Scharf Investments · Since 2014 (11 years)

Annual Cost

0.59%

#2801 out of 5,332 ETFs

Fund Size

$149M

#2366 out of 5,332 ETFs

Dividend Yield

0.49%

Track Record

11 years

#1239 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap

Asset allocation

Stocks
97.3%
Other
2.1%
Cash
0.7%

Sector breakdown

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%

Top holdings

Brookfield Corp Registered Shs -A- Limited VtgBN.TO6.2%
Franco-Nevada CorpFNV.TO4.7%
McKesson CorpMCK4.5%
Samsung Electronics Co Ltd005930.KS4.2%
Novartis AG ADRNVS4.0%
Union Pacific CorpUNP4.0%
Microsoft CorpMSFT3.9%
AstraZeneca PLC ADRAZN3.9%
Heineken NV ADRHEINY3.8%
Fiserv IncFISV3.5%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-10.4%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05