Oakhurst Mutual Fund Quote

OASDX
 Fund
  

USD 10.31  0.04  0.39%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Oakhurst Strategic is trading at 10.31 as of the 1st of July 2022; that is -0.39 percent decrease since the beginning of the trading day. The fund's open price was 10.35. Oakhurst Strategic has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 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 10th of August 2020 and ending today, the 1st of July 2022. 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

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Oakhurst Strategic 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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.
Oakhurst Strategic generated a negative expected return over the last 90 days
Oakhurst Strategic is unlikely to experience financial distress in the next 2 years
The fund maintains about 6.81% of its assets in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Oakhurst Strategic's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year0.47
Startdate11th of July 2016
Oakhurst Strategic Defined [OASDX] is traded in USA and was established 1st of July 2022. The fund is listed under Long-Short Equity category and is part of Oakhurst family. Oakhurst Strategic now has accumulated 114.19 M in assets with minimum initial investment of 25 K. , while the total return for the last 3 years was 1.61%.
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 Constituents

Oakhurst Strategic Target Price Odds Analysis

What are Oakhurst Strategic's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Oakhurst Strategic jumping above the current price in 90 days from now is about 88.14%. 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 0.5948. 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, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Oakhurst Strategic is significantly underperforming DOW.
  Odds Below 10.31HorizonTargetOdds Above 10.31
11.72%90 days
 10.31 
88.14%
Based on a normal probability distribution, the odds of Oakhurst Strategic to move above the current price in 90 days from now is about 88.14 (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.

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.

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 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.

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Fundamental Analysis

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Investing Oakhurst Strategic Defined

You need to understand the risk of investing before taking a position in Oakhurst Strategic. 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 Shape 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.
Please check Your Equity Center. 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.

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When running Oakhurst Strategic price analysis, check to measure Oakhurst Strategic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oakhurst Strategic is operating at the current time. Most of Oakhurst Strategic's value examination focuses on studying past and present price action to predict the probability of Oakhurst Strategic's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakhurst Strategic's price. Additionally, you may evaluate how the addition of Oakhurst Strategic to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oakhurst Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine Oakhurst Strategic value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakhurst Strategic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.