Oakhurst Strategic Defined Fund Quote

OASDX Fund  USD 11.49  0.03  0.26%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Oakhurst Strategic is trading at 11.49 as of the 24th of March 2025; that is 0.26 percent down since the beginning of the trading day. The fund's open price was 11.52. Oakhurst Strategic has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. 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

  0.94JHQCX Jpmorgan Hedged EquityPairCorr
  0.94JHEQX Jpmorgan Hedged EquityPairCorr

Moving against Oakhurst Mutual Fund

  0.94USPSX Profunds UltrashortPairCorr
  0.6OHSDX Oakhurst Short DurationPairCorr
  0.49OHFIX Oakhurst Fixed IncomePairCorr

Oakhurst Mutual Fund Highlights

Fund ConcentrationOakhurst Funds, Large Blend Funds, Options Trading Funds, Options Trading, Oakhurst (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of August 2022
Fiscal Year EndApril
Oakhurst Strategic Defined [OASDX] is traded in USA and was established 24th of March 2025. Oakhurst Strategic is listed under Oakhurst category by Fama And French industry classification. The fund is listed under Options Trading 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 0.6% with the current yeild of 0.02%, while the total return for the last 3 years was 7.28%.
Check Oakhurst Strategic Probability Of Bankruptcy

Instrument Allocation

Top Oakhurst Strategic Defined Mutual Fund Constituents

ADOIXAcm Dynamic OpportunityMutual FundOptions Trading
SPYSPDR SP 500EtfLarge Blend
LCRIXLeuthold E InvestmentMutual FundTactical Allocation
AVGRXDynamic Total ReturnMutual FundMacro Trading
GTEYXGateway Fund ClassMutual FundOptions Trading
QMNIXAqr Equity MarketMutual FundEquity Market Neutral
FPACXFpa Crescent FundMutual FundAllocation--70% to 85% Equity
DSEEXDoubleline Shiller EnhancedMutual FundLarge Blend
More Details

Oakhurst Strategic Risk Profiles

Oakhurst Strategic Against Markets

Other Information on Investing in Oakhurst Mutual Fund

Oakhurst Strategic financial ratios help investors to determine whether Oakhurst Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakhurst with respect to the benefits of owning Oakhurst Strategic security.
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