OHFGX Mutual Fund (Oak Harvest Long/Short Hedged Equity Fund Institutional Class) is managed by Oak Harvest Funds with $103.4M in net assets. OHFGX expense ratio is 1.98%, holding 93 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2023-12-18.

OHFGX performance shows a YTD return of 14.09%. The 1-year return is 19.70%. OHFGX dividend yield stands at 4.73%, paid annually.

OHFGX top holdings include Bought AUD Sold USD 20260504 (3.3%), Charles Schwab Corp. (2.9%), Keysight Technologies Inc (2.9%), Coherent, Inc (2.7%), Vertiv Group Corp (2.6%). View all OHFGX holdings, sector breakdown, or dividend history.

OHFGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OHFGX alternatives are available via the screener, along with tax-loss harvesting opportunities.