OHFGX Mutual Fund

OHFGX Mutual Fund (Oak Harvest Long/Short Hedged Equity Fund Institutional Class) is managed by Oak Harvest Funds with $83.6M in net assets. OHFGX expense ratio is 1.98%, holding 75 positions across sectors including Information Technology, Industrials, Materials. Inception date: 2023-12-18.

OHFGX performance shows a YTD return of 1.54%. The 1-year return is -2.29%.

OHFGX top holdings include Morgan Stanley (3.8%), Amazon.Com Inc (3.2%), Keysight Technologies Inc. (3.2%), Jpmorgan Chase (3.2%), Marvell Technology 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.