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GKAT - ETF AI Analysis
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Scharf Global Opportunity ETF (GKAT)
Rating:58Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month and quarter, indicating positive recent momentum.
Strong Leading Holding
The largest position, Franco-Nevada, has delivered strong year-to-date performance, providing a meaningful boost to the fund.
Diversified Sector Mix
Holdings spread across health care, financials, industrials, technology, and several other sectors help reduce reliance on any single industry.
Negative Factors
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can modestly reduce net returns over time.
Heavy U.S. Concentration
With most assets invested in U.S. companies and very limited exposure to other countries, the fund is heavily tied to the U.S. market.
Several Lagging Top Holdings
A number of the larger positions, including Meta Platforms, Microsoft, and others, have shown weak year-to-date performance, which can weigh on overall returns.
GKAT vs. SPDR S&P 500 ETF (SPY)
AUM144.69M
RegionGlobal
Expense Ratio0.59%
Beta0.77
IssuerScharf
Inception DateAug 25, 2025
Dividend Yield0.23%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,968
30 Day Avg. Volume5,940
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
47.73Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
GKAT Summary
The Scharf Global Opportunity ETF (GKAT) is an actively managed fund that looks for long-term growth by picking a small group of stocks from around the world, with most holdings in the U.S. It doesn’t track a set index, but instead follows a global opportunity theme, focusing on health care, financials, and industrials. Well-known companies in the fund include Microsoft and Meta Platforms. Someone might invest in GKAT for diversified exposure to carefully selected global stocks and the potential for growth. A key risk is that its focused stock picks can go up and down more than the overall market.
How much will it cost me?The Scharf Global Opportunity ETF (GKAT) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because it’s actively managed, requiring more research and analysis compared to passively managed funds that track an index.
What would affect this ETF?The Scharf Global Opportunity ETF (GKAT) could benefit from growth in the healthcare and technology sectors, which make up a significant portion of its holdings, as well as global economic recovery driving demand for industrial and financial services. However, rising interest rates or regulatory changes could negatively impact financial and technology stocks, while geopolitical tensions or slowing global growth might affect its broad geographic exposure. The fund's focus on high-conviction investments also introduces risks if key holdings underperform.
GKAT Top 10 Holdings
GKAT’s story is about selective global bets rather than an all-in Big Tech play. Gold royalty name Franco-Nevada has been one of the fund’s clear bright spots, helping offset the recent slump in heavyweights like Meta and Microsoft, where momentum has cooled despite strong business fundamentals. Health care and financials loom large, with steadier names like McKesson, Haleon, and Brookfield acting more like ballast than rocket fuel. Energy exposure via Occidental is quietly rising, giving the portfolio a diversified, globally spread mix rather than a single-theme gamble.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Franco-Nevada | 5.41% | $8.09M | $45.11B | 72.37% | 74 Outperform | |
| Meta Platforms | 4.62% | $6.90M | $1.81T | 3.96% | 76 Outperform | |
| Occidental Petroleum | 4.32% | $6.46M | $44.72B | -2.70% | 67 Neutral | |
| Zoetis | 4.14% | $6.19M | $55.01B | -26.96% | 74 Outperform | |
| Marsh & McLennan Companies | 4.01% | $6.00M | $92.20B | -13.23% | 71 Outperform | |
| Haleon PLC Sponsored ADR | 3.94% | $5.88M | $46.22B | 10.56% | 67 Neutral | |
| Brookfield Corporation | 3.86% | $5.77M | $112.85B | 11.64% | 65 Neutral | |
| McKesson | 3.85% | $5.75M | $102.59B | 39.76% | 62 Neutral | |
| Canadian National Railway | 3.84% | $5.74M | $59.18B | -7.93% | 77 Outperform | |
| Microsoft | 3.59% | $5.36M | $3.20T | 3.67% | 79 Outperform |
GKAT Technical Analysis
Neutral
―
Price Trends
40.78
Positive
40.22
Positive
Market Momentum
0.42
Positive
53.38
Neutral
71.60
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GKAT, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 41.94, equal to the 50-day MA of 40.78, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.42 indicates Positive momentum. The RSI at 53.38 is Neutral, neither overbought nor oversold. The STOCH value of 71.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GKAT.
GKAT Peer Comparison
Comparison Results
Performance Comparison
GKAT
Scharf Global Opportunity ETF
41.90
3.36
8.72%
RGEF
Rockefeller Global Equity ETF
―
―
―
KAT
Scharf ETF
―
―
―
DWLD
Davis Select Worldwide Etf
―
―
―
HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
―
―
―
JSTC
Adasina Social Justice All Cap Global ETF
―
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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