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Scharf ETF (KAT)

Large Blend | Exchange Traded Fund | NasdaqGM
56.29 USD +0.17 (0.312%) ⇧ (April 17, 2026, 4 p.m. EDT)
After hours: 56.29 -0.10 (-0.105%) ⇩ (April 17, 2026, 4:04 p.m. EDT)

Short-term: ★★★☆☆ | Long-term: ★★★★☆ | Dividends: ★★☆☆☆
Hot Take | April 19, 2026, 12:06 a.m. EDT

Despite a healthy 0.4% yield and modest upside momentum (~3.5% gain vs 55.50 recent fair value), KAT presents a weak short-term setup due to negative adjusted directional forecasts (-0.26%) and significant statistical noise (Ljung-Box p-value < 0.05, Heteroscedasticity present). The recent price action shows recovery toward recent highs, but lack of clear momentum suggests a neutral rating; long-term remains solid due to the successful launch narrative, while dividends receive a low rating due to insufficient yield relative to inflation expectations and typical active ETF hurdles.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.020512
AutoARIMA0.021111
AutoETS0.021112
MSTL0.021746

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 43%
H-stat 14.33
Ljung-Box p 0.000
Jarque-Bera p 0.537
Excess Kurtosis -0.64
Attribute Value
Trailing P/E 23.76

Dividend Data

Dividend History
Date Dividend Yield %
2026-03-30 0.196 0.370370
2025-12-30 0.021 0.037957
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 0.4

Info Dump

Attribute Value
All Time High 58.39
All Time Low 52.265
Ask 55.65
Ask Size 1
Average Daily Volume10 Day 12,850
Average Daily Volume3 Month 18,520
Average Volume 18,520
Average Volume10Days 12,850
Beta3 Year 0.75
Bid 56.03
Bid Size 10
Category Large Blend
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 56.505
Day Low 56.17
Dividend Yield 0.4
Eps Trailing Twelve Months 2.3688989
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 55.5006
Fifty Day Average Change 0.78440094
Fifty Day Average Change Percent 0.014133198
Fifty Two Week Change Percent 3.339696
Fifty Two Week High 58.39
Fifty Two Week High Change -2.1049995
Fifty Two Week High Change Percent -0.036050685
Fifty Two Week Low 52.265
Fifty Two Week Low Change 4.0200005
Fifty Two Week Low Change Percent 0.076915726
Fifty Two Week Range 52.265 - 58.39
First Trade Date Milliseconds 1,756,128,600,000
Five Year Average Return 0.0666306
Full Exchange Name NasdaqGM
Fund Family Scharf Investments
Fund Inception Date 1,325,203,200
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Ipo Expected Date 2,025-08-25
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary 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 mid- and large- capitalization companies, rights, and warrants. It is non-diversified.
Long Name Scharf ETF
Market us_market
Market State CLOSED
Max Age 86,400
Message Board Id finmb_145478785
Nav Price 56.24
Net Assets 674,429,950.0
Net Expense Ratio 0.75
Open 56.17
Post Market Change -0.10499954
Post Market Change Percent -0.18620242
Post Market Price 56.285
Post Market Time 1,776,456,284
Previous Close 56.11
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change 0.17499924
Regular Market Change Percent 0.311886
Regular Market Day High 56.505
Regular Market Day Low 56.17
Regular Market Day Range 56.17 - 56.505
Regular Market Open 56.17
Regular Market Previous Close 56.11
Regular Market Price 56.285
Regular Market Time 1,776,456,000
Regular Market Volume 6,522
Short Name Scharf ETF
Source Interval 15
Symbol KAT
Three Year Average Return 0.0984641
Total Assets 674,429,952
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 23.759985
Trailing Peg Ratio None
Trailing Three Month Nav Returns -2.17779
Trailing Three Month Returns -2.17779
Triggerable 1
Two Hundred Day Average 55.250477
Two Hundred Day Average Change 1.034523
Two Hundred Day Average Change Percent 0.018724237
Type Disp ETF
Volume 6,522
Yield 0.004
Ytd Return -2.17779