OHFGX Mutual Fund

OHFGX Mutual Fund (Oak Harvest Long/Short Hedged Equity Fund Institutional Class) is managed by Oak Harvest Funds with $101.1M in net assets. OHFGX expense ratio is 1.98%, holding 75 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2023-12-18.

OHFGX performance shows a YTD return of 4.84%. The 1-year return is 8.22%. OHFGX dividend yield stands at 5.21%, paid annually.

OHFGX top holdings include Apple Inc Ord (3.5%), Kla Corp. (3.5%), Morgan Stanley (3.4%), Coherent Corp. (3.3%), Ionq Inc (3.2%). Go to all OHFGX holdings, OHFGX sectors, or OHFGX dividends.

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