Oakhurst Strategic Defined Fund Quote
OASDX Fund | USD 11.88 0.01 0.08% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Oakhurst Strategic is trading at 11.88 as of the 11th of May 2024; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 11.87. Oakhurst Strategic has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Oakhurst Strategic Defined are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of February 2024 and ending today, the 11th of May 2024. Click here to learn more.
Under normal circumstances, the fund invests in a portfolio of equity securities of companies that are representative of the SP 500 Index or in exchange-traded funds that are designed to replicate the performance of the index or whose holdings are representative of the index. More on Oakhurst Strategic Defined
Moving together with Oakhurst Mutual Fund
0.84 | OHSHX | Oakhurst Short Duration | PairCorr |
0.75 | OHSDX | Oakhurst Short Duration | PairCorr |
0.61 | NLSIX | Neuberger Berman Long | PairCorr |
Moving against Oakhurst Mutual Fund
0.65 | PFHCX | Pacific Funds Small | PairCorr |
Oakhurst Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Oakhurst Strategic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakhurst Strategic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Oakhurst Funds, Large Growth Funds, Long-Short Equity Funds, Long-Short Equity, Oakhurst (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 28th of August 2022 |
Fiscal Year End | April |
Oakhurst Strategic Defined [OASDX] is traded in USA and was established 11th of May 2024. Oakhurst Strategic is listed under Oakhurst category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Oakhurst family. This fund now has accumulated 80.58 M in assets with minimum initial investment of 25 K. Oakhurst Strategic is currently producing year-to-date (YTD) return of 5.39% with the current yeild of 0.02%, while the total return for the last 3 years was 4.98%.
Check Oakhurst Strategic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oakhurst Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oakhurst Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oakhurst Strategic Defined Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oakhurst Strategic Defined Mutual Fund Constituents
ADOIX | Acm Dynamic Opportunity | Mutual Fund | Long-Short Equity |
BSCN | Invesco | Etf | Target Maturity |
BSCO | Invesco BulletShares 2024 | Etf | Target Maturity |
JOELX | Jpmorgan Opportunistic Equity | Mutual Fund | Long-Short Equity |
SPY | SPDR SP 500 | Etf | Large Blend |
LCRIX | Leuthold E Investment | Mutual Fund | Tactical Allocation |
AVGRX | Dynamic Total Return | Mutual Fund | Macro Trading |
Oakhurst Strategic Target Price Odds Analysis
Based on a normal probability distribution, the odds of Oakhurst Strategic jumping above the current price in 90 days from now is about 6.2%. The Oakhurst Strategic Defined probability density function shows the probability of Oakhurst Strategic mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Oakhurst Strategic has a beta of 0.0929. This indicates as returns on the market go up, Oakhurst Strategic average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Oakhurst Strategic Defined will be expected to be much smaller as well. Additionally, oakhurst Strategic Defined has an alpha of 0.0416, implying that it can generate a 0.0416 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Oakhurst Strategic to move above the current price in 90 days from now is about 6.2 (This Oakhurst Strategic Defined probability density function shows the probability of Oakhurst Mutual Fund to fall within a particular range of prices over 90 days) .
Oakhurst Strategic Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oakhurst Strategic market risk premium is the additional return an investor will receive from holding Oakhurst Strategic long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Oakhurst Strategic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Oakhurst Strategic's alpha and beta are two of the key measurements used to evaluate Oakhurst Strategic's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.3768 | |||
Semi Deviation | 0.3668 | |||
Standard Deviation | 0.4766 | |||
Variance | 0.2272 |
Oakhurst Strategic Against Markets
Picking the right benchmark for Oakhurst Strategic mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Oakhurst Strategic mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Oakhurst Strategic is critical whether you are bullish or bearish towards Oakhurst Strategic Defined at a given time. Please also check how Oakhurst Strategic's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Oakhurst Strategic without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Oakhurst Mutual Fund?
Before investing in Oakhurst Strategic, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Oakhurst Strategic. To buy Oakhurst Strategic fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Oakhurst Strategic. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Oakhurst Strategic fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Oakhurst Strategic Defined fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Oakhurst Strategic Defined fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Oakhurst Strategic Defined, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Oakhurst Strategic Defined?
The danger of trading Oakhurst Strategic Defined is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Oakhurst Strategic is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Oakhurst Strategic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oakhurst Strategic is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakhurst Strategic Defined. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Oakhurst Strategic information on this page should be used as a complementary analysis to other Oakhurst Strategic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.