OHSHX Mutual Fund

OHSHX Mutual Fund

NAV$8.37
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Fund Essentials

Net Assets
$2M
Expense Ratio
0.95%
Dividend Yield (Current)
12.70%
Holdings
111
Inception Date
Oct 1, 2015
Fund Family
F-m investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+2.17%
1 Year+6.73%
3 Year+7.28%
5 Year+4.61%

Asset Allocation

Bonds: 81.49%
Cash: 17.24%
Other: 1.27%
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Dividend Summary

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Dividend Yield (Current)
12.70%
Frequency
Monthly

Peer Comparison

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

OHSHX Mutual Fund Overview

OHSHX Mutual Fund (Oakhurst Short Duration High Yield Credit Fund Institutional Class) is managed by F-m investments with $1.5M in net assets. OHSHX expense ratio is 0.95%, holding 111 positions across various sectors. Inception date: 2015-10-01.

OHSHX performance shows a YTD return of 2.17%. The 1-year return is 6.73% and the 5-year return is 4.61%. OHSHX dividend yield stands at 12.70%, paid monthly.

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

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