Oakhurst Strategic is trading at 13.24 as of the 26th of November 2024; that is 0.30 percent up since the beginning of the trading day. The fund's open price was 13.2. Oakhurst Strategic has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during 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 31st of January 2024 and ending today, the 26th of November 2024. 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
Oakhurst Strategic Defined [OASDX] is traded in USA and was established 26th of November 2024. 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 18.49% with the current yeild of 0.01%, while the total return for the last 3 years was 6.74%.
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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 Mutual Fund Constituents
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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