Oakhurst Short Duration Fund Quote
| OHSHX Fund | USD 8.78 0.03 0.34% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Oakhurst Short is trading at 8.78 as of the 3rd of May 2024; that is 0.34 percent increase since the beginning of the trading day. The fund's open price was 8.75. Oakhurst Short has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Oakhurst Short Duration are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2024 and ending today, the 3rd of May 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in a diversified portfolio of non-investment grade debt securities and floating rate senior secured loans issued by corporations, partnerships, and other business entities . More on Oakhurst Short Duration
Moving together with Oakhurst Mutual Fund
| 0.83 | OASDX | Oakhurst Strategic | PairCorr |
| 0.83 | OHSDX | Oakhurst Short Duration | PairCorr |
| 0.61 | VWEAX | Vanguard High Yield | PairCorr |
| 0.87 | BHYCX | Blackrock Hi Yld | PairCorr |
Oakhurst Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Oakhurst Short's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakhurst Short or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Oakhurst Funds, High Yield Bond Funds, High Yield Bond, Oakhurst (View all Sectors) |
| Update Date | 31st of March 2024 |
Oakhurst Short Duration [OHSHX] is traded in USA and was established 3rd of May 2024. Oakhurst Short is listed under Oakhurst category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Oakhurst family. Oakhurst Short Duration now has accumulated 82.77 M in assets with minimum initial investment of 100 K.
Check Oakhurst Short Probability Of Bankruptcy
Instrument Allocation
Top Oakhurst Short Duration Mutual Fund Constituents
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund |
Oakhurst Short Target Price Odds Analysis
Based on a normal probability distribution, the odds of Oakhurst Short jumping above the current price in 90 days from now is about 10.34%. The Oakhurst Short Duration probability density function shows the probability of Oakhurst Short mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Oakhurst Short has a beta of 0.1336. This indicates as returns on the market go up, Oakhurst Short average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Oakhurst Short Duration will be expected to be much smaller as well. Additionally, oakhurst Short Duration has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Oakhurst Short to move above the current price in 90 days from now is about 10.34 (This Oakhurst Short Duration probability density function shows the probability of Oakhurst Mutual Fund to fall within a particular range of prices over 90 days) .
Oakhurst Short Duration Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oakhurst Short market risk premium is the additional return an investor will receive from holding Oakhurst Short long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Oakhurst Short. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Oakhurst Short's alpha and beta are two of the key measurements used to evaluate Oakhurst Short's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.1245 | |||
| Semi Deviation | 0.0736 | |||
| Standard Deviation | 0.1769 | |||
| Variance | 0.0313 |
Oakhurst Short Against Markets
Picking the right benchmark for Oakhurst Short mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Oakhurst Short mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Oakhurst Short is critical whether you are bullish or bearish towards Oakhurst Short Duration at a given time. Please also check how Oakhurst Short's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Oakhurst Short without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Oakhurst Mutual Fund?
Before investing in Oakhurst Short, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Oakhurst Short. To buy Oakhurst Short fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Oakhurst Short. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Oakhurst Short fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Oakhurst Short Duration fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Oakhurst Short Duration fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Oakhurst Short Duration, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Oakhurst Short Duration?
The danger of trading Oakhurst Short Duration is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Oakhurst Short is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Oakhurst Short. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oakhurst Short Duration is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakhurst Short Duration. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Oakhurst Short Duration information on this page should be used as a complementary analysis to other Oakhurst Short's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.