Oakhurst Fixed Income Fund Buy Hold or Sell Recommendation
| OHFIX Fund | USD 8.69 0.03 0.35% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Oakhurst Fixed Income is 'Cautious Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Oakhurst Fixed Income given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Oakhurst Fixed Income, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Oakhurst Fixed 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, we conduct extensive research on individual funds such as Oakhurst and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Oakhurst Fixed Income. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Oakhurst |
Execute Oakhurst Fixed 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 Fixed Income. Macroaxis does not own or have any residual interests in Oakhurst Fixed Income or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oakhurst Fixed's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Oakhurst Fixed Trading Alerts and Improvement Suggestions
| Oakhurst Fixed generated a negative expected return over the last 90 days | |
| The fund maintains about 99.29% of its assets in bonds |
Oakhurst Fixed Returns Distribution Density
The distribution of Oakhurst Fixed's historical returns is an attempt to chart the uncertainty of Oakhurst Fixed's future price movements. The chart of the probability distribution of Oakhurst Fixed daily returns describes the distribution of returns around its average expected value. We use Oakhurst Fixed Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakhurst Fixed returns is essential to provide solid investment advice for Oakhurst Fixed.
| Mean Return | -0.04 | Value At Risk | -0.57 | Potential Upside | 0.45 | Standard Deviation | 0.30 |
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 Fixed 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 Fixed 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 Fixed 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 Fixed's price will be affected by overall mutual fund 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 fund'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 Jones | -0.05 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.31 | |
Ir | Information ratio | -0.25 |
Oakhurst Fixed Volatility Alert
Oakhurst Fixed Income exhibits very low volatility with skewness of 0.18 and kurtosis of 0.0. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oakhurst Fixed's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oakhurst Fixed'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 financial instruments as prices fall.Oakhurst Fixed Fundamentals Vs Peers
Comparing Oakhurst Fixed'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 Fixed's direct or indirect competition across all of the common fundamentals between Oakhurst Fixed and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakhurst Fixed or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakhurst Fixed's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakhurst Fixed by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Oakhurst Fixed to competition |
| Fundamentals | Oakhurst Fixed | Peer Average |
| Net Asset | 111.64 M | 4.11 B |
| Minimum Initial Investment | 100 K | 976.16 K |
| Last Dividend Paid | 0.02 | 0.65 |
| Cash Position Weight | 0.71 % | 10.61 % |
| Bond Positions Weight | 99.29 % | 11.24 % |
Oakhurst Fixed 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 Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 8.69 | |||
| Day Typical Price | 8.69 | |||
| Price Action Indicator | 0.015 | |||
| Period Momentum Indicator | 0.03 |
About Oakhurst Fixed Buy or Sell Advice
When is the right time to buy or sell Oakhurst Fixed Income? 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 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. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Other Information on Investing in Oakhurst Mutual Fund
Oakhurst Fixed 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 Fixed security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |