OASDX Mutual Fund
OASDX Mutual Fund
OASDX Mutual Fund
Oakhurst Strategic Defined Risk Fund
OASDX Mutual Fund Overview
OASDX Mutual Fund (Oakhurst Strategic Defined Risk Fund) is managed by Oakhurst with $54.6M in net assets. OASDX expense ratio is 1.58%, holding 22 positions across sectors including Financials. Inception date: 2017-05-10.
OASDX performance shows a YTD return of -4.01%. The 1-year return is 9.63% and the 5-year return is 9.43%. OASDX dividend yield stands at 9.16%, paid annually.
OASDX top holdings include First American Government Obligations Fund (51.2%), Spdr S&p 500 ETF Trust (8.4%), Yapi Ve Kredi Bankasi As Mtn Regs 9.74% Dec 31, 2079 (5.6%), Spdr S&P 500 Etf Trust (4.1%), Crown Castle Inc Sr Unsecured 05/33 5.1 (3.6%). Go to all OASDX holdings, OASDX sectors, or OASDX dividends.
OASDX can be compared against other funds. Use OASDX overlap to find shared positions, or OASDX vs another fund for a side-by-side view. OASDX alternatives are available via the screener, along with tax-loss harvesting opportunities.