Oakhurst Mutual Fund Buy Hold or Sell Recommendation

OASDX
 Fund
  

USD 10.36  0.05  0.48%   

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Oakhurst Strategic Defined is 'Strong Buy'. Macroaxis provides Oakhurst Strategic buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OASDX positions. The advice algorithm takes into account all of Oakhurst Strategic's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Oakhurst Strategic's buy-and-hold perspective. Please check Oakhurst Strategic Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Oakhurst and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Oakhurst Strategic Defined.

Execute Oakhurst Strategic Buy or Sell Advice

The Oakhurst recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oakhurst Strategic Defined. Macroaxis does not own or have any residual interests in Oakhurst Strategic Defined or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oakhurst Strategic's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Oakhurst StrategicBuy Oakhurst Strategic
Strong Buy

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oakhurst Strategic Defined has a Risk Adjusted Performance of (0.28), Jensen Alpha of (0.07), Total Risk Alpha of (0.06) and Treynor Ratio of (0.31)
Our trade recommendations tool can cross-verify current analyst consensus on Oakhurst Strategic and to analyze the entity potential to grow in the current economic cycle. Please employ Oakhurst Strategic total asset and equity positions weight to make buy, hold, or sell decision on Oakhurst Strategic.

Oakhurst Strategic Trading Alerts and Improvement Suggestions

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

Oakhurst Strategic Returns Distribution Density

The distribution of Oakhurst Strategic's historical returns is an attempt to chart the future uncertainty of Oakhurst Strategic's future price movements. The chart of the probability distribution of Oakhurst Strategic stock daily returns describes the distribution of returns around its average expected value. We use Oakhurst Strategic Defined price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakhurst Strategic returns is essential to provide solid investment advice for Oakhurst Strategic stock.
Mean Return-0.17Value At Risk-1.91
Potential Upside1.05Standard Deviation0.89
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oakhurst Strategic historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Oakhurst Strategic Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Oakhurst Strategic or Oakhurst sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Oakhurst Strategic stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Oakhurst stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.07
β
Beta against DOW0.59
σ
Overall volatility
0.90
Ir
Information ratio 0.0093

Oakhurst Strategic Volatility Alert

Oakhurst Strategic Defined exhibits very low volatility with skewness of -0.42 and kurtosis of -0.4. However, we advise investors to further study Oakhurst Strategic Defined technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oakhurst Strategic's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oakhurst Strategic's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Oakhurst Strategic Implied Volatility

Oakhurst Strategic's implied volatility exposes the market's sentiment of Oakhurst Strategic Defined stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Oakhurst Strategic's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Oakhurst Strategic stock will not fluctuate a lot when Oakhurst Strategic's options are near their expiration.

Oakhurst Strategic Fundamentals Vs Peers

Comparing Oakhurst Strategic's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Oakhurst Strategic's direct or indirect competition across all of the common fundamentals between Oakhurst Strategic and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakhurst Strategic or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakhurst Strategic's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakhurst Strategic by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oakhurst Strategic to competition
FundamentalsOakhurst StrategicPeer Average
One Year Return2.67 %4.15 %
Three Year Return1.61 %3.60 %
Net Asset114.19 M4.11 B
Minimum Initial Investment25 K976.16 K
Cash Position Weight6.81 %10.61 %
Equity Positions Weight48.90 %63.90 %
Bond Positions Weight42.94 %11.24 %

Oakhurst Strategic Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oakhurst . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power9223.4 B
Rate Of Daily Change1.0
Day Median Price10.36
Day Typical Price10.36
Price Action Indicator0.025

About Oakhurst Strategic Buy or Sell Advice

When is the right time to buy or sell Oakhurst Strategic Defined? Buying financial instruments such as Oakhurst Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Oakhurst Strategic investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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Please check Oakhurst Strategic Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

Complementary Tools for Oakhurst Mutual Fund analysis

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.