OHSDX Mutual Fund

NAV$9.44

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%

Price Chart (6M)

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Top Holdings

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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
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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. View all OHSDX holdings, sector breakdown, or dividend history.

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