Oakhurst Fixed Financials
| OHFIX Fund | USD 8.66 0.04 0.46% |
Oakhurst |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Oakhurst Fixed Fund Summary
Oakhurst Fixed competes with Oakhurst Strategic, Oakhurst Short, Oakhurst Short, and New Economy. Normally, the fund will invest at least 80 percent of its net assets in investment grade fixed-income securities. It may invest up to 20 percent of its net assets in non-investment grade fixed income securities . Investment grade fixed-income securities are rated in the four highest credit categories by at least one nationally recognized rating agency or unrated securities that the Sub-Adviser considers to be of comparable quality.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | First Western Funds |
| Mutual Fund Family | Oakhurst |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 292 6775 |
| Currency | USD - US Dollar |
Oakhurst Fixed Key Financial Ratios
Oakhurst Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakhurst Fixed's current stock value. Our valuation model uses many indicators to compare Oakhurst Fixed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakhurst Fixed competition to find correlations between indicators driving Oakhurst Fixed's intrinsic value. More Info.Oakhurst Fixed Income is rated below average in net asset among similar funds. It is regarded fifth largest fund in minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Oakhurst Fixed Income is about 1,116 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oakhurst Fixed's earnings, one of the primary drivers of an investment's value.Oakhurst Fixed Income Systematic Risk
Oakhurst Fixed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakhurst Fixed volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Oakhurst Fixed Income correlated with the market. If Beta is less than 0 Oakhurst Fixed generally moves in the opposite direction as compared to the market. If Oakhurst Fixed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakhurst Fixed Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakhurst Fixed is generally in the same direction as the market. If Beta > 1 Oakhurst Fixed moves generally in the same direction as, but more than the movement of the benchmark.
Oakhurst Fixed December 20, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oakhurst Fixed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakhurst Fixed Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakhurst Fixed Income based on widely used predictive technical indicators. In general, we focus on analyzing Oakhurst Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oakhurst Fixed's daily price indicators and compare them against related drivers.
| Information Ratio | (0.28) | |||
| Maximum Drawdown | 1.49 | |||
| Value At Risk | (0.57) | |||
| Potential Upside | 0.4545 |
Other Information on Investing in Oakhurst Mutual Fund
Oakhurst Fixed financial ratios help investors to determine whether Oakhurst Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakhurst with respect to the benefits of owning Oakhurst Fixed security.
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