KAT Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD

KAT

Scharf ETF

At close Oct 26 at 4:00 PM ET (Korea 10/27 05:00)

$59.22

-0.10 ▼ -0.17%

Ascending Triangle Resistance 59.49 Support 56.85 Holding Same lines for 4 days Lines drawn by AI for reference. They may be wrong. Treat them as a hint, not a forecast.

Full metrics table

Category ⓘ	Global or ExUS Equities - Dividend & Fundamental	Expense ⓘ	0.75%	Return% 1Y ⓘ	6.73%	Total Holdings ⓘ	32	Perf Week ⓘ	0.36%	Volume ⓘ	17,409
Asset Type ⓘ	Equities (Stocks)	AUM ⓘ	$668M	Return% 3Y ⓘ	-	NAV ⓘ	$59.33	Perf Month ⓘ	3.3%	Avg Volume ⓘ	0.01M
ETF Type ⓘ	Global Equities	Dividend TTM ⓘ	$0.3 (0.51%)	Return% 5Y ⓘ	-	52W High ⓘ	-0.87%	Perf Quarter ⓘ	4.91%	Rel Volume ⓘ	1.51
Active/Passive ⓘ	Active	Div Gr. 3/5Y ⓘ	-	Return% 10Y ⓘ	-	52W Low ⓘ	13.31%	Perf Half Y ⓘ	6.59%	Prev Close ⓘ	$59.32
IPO ⓘ	2025/8/25	Flows% 1M ⓘ	-1.92%	Return% SI ⓘ	8.15%	RSI (14) ⓘ	62.22	Perf YTD ⓘ	7.67%	Price ⓘ	$59.22
Beta ⓘ	0.47	Flows% 3M ⓘ	-5.56%	Flows% YTD ⓘ	-13.6%	Flows% 1Y ⓘ	-17.05%	Perf Year ⓘ	5.82%	Volatility(W/M) ⓘ	0.38% 0.53%
SMA20 ⓘ	1.87%	SMA50 ⓘ	1.92%	SMA200 ⓘ	5.25%	ATR ⓘ	0.38

About this ETF

Scharf ETFKAT | NASD | Dividend income Deep dive

Scharf ETF seeks long-term capital appreciation. Under normal market conditions, the fund primarily invests in equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of companies of all size market capitalizations, rights and warrants. It may invest up to 50% of its total assets in securities of foreign issuers listed on foreign exchanges (excluding depositary receipts), including up to 25% of its total assets in issuers in emerging markets.

KAT at a glance

0.75% Lower is better

$668M Assets Under Management

0.51% Quarterly

Listed 2025

Management Style Actively managed

Top Holdings 32 holdings

The top 10 make up 46% of the fund