Oakhurst Strategic Defined Risk FundOASRX
Type
Mutual fund
Peer group
Allocation
Net assets
$72.3M
Expense ratio
1.83%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
16
What it aims to do.
The Oakhurst Strategic Defined Risk Fund (the Fund) seeks capital appreciation while seeking to limit short-term risk.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Government Obli | 45.29% |
| SPY State Street SPDR S&P 500 ETF | 15.72% |
| N/A | 5.83% |
| N/A | 4.28% |
| N/A | 3.71% |
| N/A | 3.54% |
| N/A | 1.24% |
| N/A | 0.04% |
| N/A | 0.03% |
| N/A | -0.01% |
More on OASRX.
- OASRX overview
- OASRX holdings
- OASRX risk
- OASRX costs
- OASRX money in and out
- OASRX share classes
- Compare OASRX with other funds
Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.