Oakhurst Strategic Defined Fund Quote
| OASDX Fund | USD 12.33 0.05 0.41% |
PerformanceStrong
| Odds Of DistressLow
|
Oakhurst Strategic is trading at 12.33 as of the 19th of July 2025; that is 0.41 percent up since the beginning of the trading day. The fund's open price was 12.28. Oakhurst Strategic has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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
Oakhurst Mutual Fund Highlights
| Fund Concentration | Oakhurst Funds, Large Blend Funds, Options Trading Funds, Options Trading, Oakhurst (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of August 2022 |
| Fiscal Year End | April |
Oakhurst Strategic Defined [OASDX] is traded in USA and was established 19th of July 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 4.51% with the current yeild of 0.02%, while the total return for the last 3 years was 13.0%.
Check Oakhurst Strategic Probability Of Bankruptcy
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
| ADOIX | Acm Dynamic Opportunity | Mutual Fund | Options Trading | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| LCRIX | Leuthold E Investment | Mutual Fund | Tactical Allocation | |
| AVGRX | Dynamic Total Return | Mutual Fund | Macro Trading | |
| GTEYX | Gateway Fund Class | Mutual Fund | Options Trading | |
| QMNIX | Aqr Equity Market | Mutual Fund | Equity Market Neutral | |
| FPACX | Fpa Crescent Fund | Mutual Fund | Allocation--70% to 85% Equity | |
| DSEEX | Doubleline Shiller Enhanced | Mutual Fund | Large Blend |
Oakhurst Strategic Risk Profiles
| Mean Deviation | 0.3838 | |||
| Semi Deviation | 0.2553 | |||
| Standard Deviation | 0.5532 | |||
| Variance | 0.306 |
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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