Oak Harvest Long/Short Hedged EquityOHFGX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$97.2M
Expense ratio
1.98%
1-year return
-1.5%
3 years, a year
—
5 years, a year
—
Holdings
93
What it aims to do.
The investment objective of Oak Harvest Long/Short Hedged Equity Fund (the Fund) is to seek capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| N/A | 3.31% |
| SCHW The Charles Schwab Corporation | 2.94% |
| KEYS Keysight Technologies, Inc. | 2.85% |
| COHR Coherent Corp | 2.67% |
| VRT Vertiv Holdings Co | 2.62% |
| MS Morgan Stanley | 2.57% |
| KLAC KLA Corp. | 2.35% |
| MPWR Monolithic Power Systems Inc. | 2.35% |
| BA Boeing Co. | 2.34% |
| EW Edwards Lifesciences Corporation | 2.23% |
More on OHFGX.
- OHFGX overview
- OHFGX holdings
- OHFGX risk
- OHFGX costs
- OHFGX money in and out
- OHFGX share classes
- Compare OHFGX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.