OHSDX Mutual Fund

OHSDX Mutual Fund

NAV$9.44
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Fund Essentials

Net Assets
$2M
Expense Ratio
0.60%
Dividend Yield (Current)
4.47%
Holdings
75
Inception Date
Apr 26, 2013
Fund Family
F-m investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+2.16%
1 Year+5.44%
3 Year+4.26%
5 Year+2.20%
10 Year+2.26%

Asset Allocation

Bonds: 84.94%
Cash: 2.44%
Other: 12.62%
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Dividend Summary

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Dividend Yield (Current)
4.47%
Frequency
Monthly

Peer Comparison

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

OHSDX Mutual Fund Overview

OHSDX Mutual Fund (Oakhurst Short Duration Bond Fund Class Institutional) is managed by F-m investments with $2.2M in net assets. OHSDX expense ratio is 0.60%, holding 75 positions across various sectors. Inception date: 2013-04-26.

OHSDX performance shows a YTD return of 2.16%. The 1-year return is 5.44% and the 5-year return is 2.20%. OHSDX dividend yield stands at 4.47%, paid monthly.

OHSDX top holdings include a diversified portfolio. Go to all OHSDX holdings, OHSDX sectors, or OHSDX dividends.

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