Oakhurst Short Financial Statements From 2010 to 2024

OHSHX Fund  USD 9.00  0.01  0.11%   
Oakhurst Short financial statements provide useful quarterly and yearly information to potential Oakhurst Short Duration investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Oakhurst Short financial statements helps investors assess Oakhurst Short's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Oakhurst Short's valuation are summarized below:
Oakhurst Short Duration does not presently have any trending fundamental ratios for analysis.
Check Oakhurst Short financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oakhurst Short's main balance sheet or income statement drivers, such as , as well as many indicators such as . Oakhurst financial statements analysis is a perfect complement when working with Oakhurst Short Valuation or Volatility modules.
  
This module can also supplement various Oakhurst Short Technical models . Check out the analysis of Oakhurst Short Correlation against competitors.

Oakhurst Short Duration Mutual Fund Net Asset Analysis

Oakhurst Short's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Net Asset

 = 

Current Market Value

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Current Liabilities

More About Net Asset | All Equity Analysis

Current Oakhurst Short Net Asset

    
  82.77 M  
Most of Oakhurst Short's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oakhurst Short Duration is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Competition

Based on the recorded statements, Oakhurst Short Duration has a Net Asset of 82.77 M. This is much higher than that of the Oakhurst family and significantly higher than that of the High Yield Bond category. The net asset for all United States funds is notably lower than that of the firm.

Oakhurst Short Duration Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oakhurst Short's current stock value. Our valuation model uses many indicators to compare Oakhurst Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakhurst Short competition to find correlations between indicators driving Oakhurst Short's intrinsic value. More Info.
Oakhurst Short Duration is number one fund in net asset among similar funds. It also is number one fund in minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Oakhurst Short Duration is about  827.70 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oakhurst Short's earnings, one of the primary drivers of an investment's value.

About Oakhurst Short Financial Statements

Oakhurst Short investors use historical fundamental indicators, such as Oakhurst Short's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Oakhurst Short. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in a diversified portfolio of non-investment grade debt securities and floating rate senior secured loans issued by corporations, partnerships, and other business entities . It seeks to maintain an average duration of 3.5 years or less and there is no maximum duration on individual securities held by the fund.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Oakhurst Mutual Fund

Oakhurst Short 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 Short security.
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