OASRX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.77%
Dividend Yield (Current)
-
Holdings
22
Inception Date
May 10, 2017
Fund Family
Oakhurst
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Cash: 57.12%
Other: 42.88%

Price Chart (6M)

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Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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OASRX Mutual Fund Overview

OASRX Mutual Fund (Oakhurst Strategic Defined Risk Fund Advisor Class) is managed by Oakhurst. OASRX expense ratio is 1.77%, holding 22 positions across various sectors. Inception date: 2017-05-10.

OASRX performance shows data across multiple time periods..

OASRX top holdings include a diversified portfolio. View all OASRX holdings, sector breakdown, or dividend history.

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