OASRX Mutual Fund

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%
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Peer Comparison

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

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. Go to all OASRX holdings, OASRX sectors, or OASRX dividends.

OASRX can be compared against other funds. Use OASRX overlap to find shared positions, or OASRX vs another fund for a side-by-side view. OASRX alternatives are available via the screener, along with tax-loss harvesting opportunities.